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

To: Bob Rudd who wrote (13337)	1/30/2002 1:10:19 PM
From: Bob Rudd	Read Replies (3) \| Respond to of 78719

Continuing to demonstrate my appetite for companies whose books are in question, yesterday I added to TYC...Terrapin & I have discussed this on the TYCO thread Subject 13550 . There's a good SSB report posted there today and Merrill has strong buy on it. Today I added to CPN position...it's being colored by WMB apparently, yet has no telecom sub. Also restarted a position in ELN @ 22.70. In post 13337 I expressed concern about ELN's accounting...todays selloff demonstrates old news, properly timed, can absolutely kill a stock. I think at these levels it's overdone, but still very speculative. Merrill also has strong buys on CPN and ELN reflecting current news events.