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

To: Paul Senior who wrote (13294)	11/6/2001 10:00:57 AM
From: Bob Rudd	Respond to of 78705

Paul: It's a very incomplete, quicktake case, so there may be offsetting positives. Sometimes I'm reluctant to present negatives since a posted holding represents a positive view based on research. But I feel it's better to get it here than in the market. I always appreciate hearing the other side of the story...and this thread has saved me a chunk of change by offering it up from time to time. Blew out my PVN position flat this morning...I indicated in the post that this would be traded. There's still a lot of selling pressure out there.