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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Brendan W who wrote (13195)	10/12/2001 4:42:40 PM
From: Paul Senior	Respond to of 78525

Trimmed just a bit of RYL here. Added more CHEZ to my losing position. finance.yahoo.com Ryland: From my analytical perspective there's little logic in this sell decision. (Stock is still undervalued, imo.) I am just getting a bit nervous and jumpy riding these homebuilder stocks - I have a bunch of them - so I will arbitrarily pick my long-term RYL holding and sell just a tad of it to take some profit, relieve some tension, and free up some cash. Suprema Specialties: regarding Marty Whitman's preference for safe and cheap, the business of selling mozzarella, ricotta and provolone cheeses ought to be safe enough (I guess)if CHEZ can continue to get its share of business. I don't know if the stock is cheap enough for Mr. Whitman, but I'll bet on it now. (Anybody looking at this stock though would be aware that there's a 3.5M sh. secondary coming out, so, imo, it's possible, maybe likely, that that is depressing and may continue to depress, the stock price.) Paul S.