Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Brendan W who wrote (13211)	10/18/2001 5:23:32 PM
From: Paul Senior	Respond to of 78574

Nice going by all here and on Buffettology thread who bought and held RAL when it was so much lower. Sorry I could not see that one.

To: Brendan W who wrote (13211)	10/18/2001 6:17:43 PM
From: Paul Senior	Respond to of 78574

I'm still holding ZQK. I have several small positions in clothing manufacturers and clothing retailers. Here are the ones I'm underwater on in addition to ZQK: PERY: Lots of name brands, relatively low price/sales, relatively low price/book, and high debt/eq. PERY does not look good - they're likely better opportunities elsewhere. SCNYB: A net-net net that's gone down hill - inventory writedowns and perhaps collapsing business model. Stock does not seem to have a favorable risk/reward ratio. BL: net-net ----- I started a very small position in JNY this morning with the intent of adding if the stock drops further. JNY has been discussed before on the Buffettology thread. finance.yahoo.com