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


To: Wallace Rivers who wrote (13441)12/14/2001 5:02:43 PM
From: Bob Rudd  Read Replies (1) | Respond to of 78595
 
I didn't know you were a daytrader, Wallace ;) Seriously though, I tend to do the same...sell if the market hands me a quick gain, but with a bit longer frame. Picked up LATD @1.20 a month ago for less than cash, yesterday it pops and I unload for 1.72. Probably didn't get the top tick, but for one month it works.



To: Wallace Rivers who wrote (13441)12/14/2001 5:27:28 PM
From: Paul Senior  Read Replies (2) | Respond to of 78595
 
grocery/food stocks. Nice going on KR.

I'm still holding a couple of the national grocery chains discussed here: SWY recently and ABS from '99. Also holding FLM.

I have some food/beverage companies still, also. CAG, for one.

finance.yahoo.com

(Couple others too - there didn't seem to be any interest here when I mentioned them.)

Today I started a position in Del Monte (DLM). Found DLM through this link:

marketwatch.com

Took some profits in BYD and SWRG today.

Added to a small position in Dale Baker's past pick of MIHL. MIHL looks good to me on p/book and p/sales. .34 debt./eq. looks decent to me. Revenue isn't rising much - but I assume an on-going stream of payments from its cable subscribers. That MIHL is a foreign entity and business, and is losing money... these are negatives. I note Liberty-Acorn International has a position in their fund. They have a successful record (imo) for finding growth stocks that actually do grow. Howsomeever, they are willing to hold such stocks for years or longer to garner that growth.
Such patience may be required with MIHL.

finance.yahoo.com