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

To: Paul Senior who wrote (13454)	12/19/2001 2:10:35 AM
From: Brendan W	Read Replies (1) \| Respond to of 78666

Paul, that's kind of you not to mention Enron, Pacificare, UNUMProvident, Kroger, and Countrywide. I am having a good year... outperforming the S&P500 by 42% before taxes and expenses. This is fair warning to click on "x" now. I tax-loss sold Kroger and replaced with more Safeway at $40.63. The only place I'm really comfortable adding money is in the REITs (Post Properties and Boston Properties lately). I'm looking at Kmart, BP and WD40 but I doubt I'll do anything. I started a small position in LaFarge at $21.63, the French parent (ticker LR). So I now own the big 3. Cement seems like a great industry to own... boring, history of growth, global scale helps but local presence is required because of transport costs. I prefer the story on the big 3. Don't know PRN. That reminds me that Holderbank is another loser for me. Next week I'll sell some PepBoys hopefully around $18. My biggest lot was bought at $3.69 approaching 12 months ago.