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

To: Paul Senior who wrote (13510)	12/30/2001 1:17:56 AM
From: Madharry	Read Replies (1) \| Respond to of 78535

How do you correct for 2/3/ and 6? This was a market where many stocks which had declined 75% declined another 80-90% thereafter. I sure would like to for my own portfolio, which was devestated by the telecom supplier disaster. I certainly did not have any insight or foresight that that industry or its share prices would decline as heavily as it did or the clecs for that matter. I now have a significant portfolio of penny stocks all of which used to sell for over $20 in the 1999-2000 era, so far only UCOMA has shown any significant recovery it is now down only about 70% from my first purchase of it. of the stocks you mentioned I continue to hold LDP. in a tax advantaged account as selling it at a tremendous loss offers no tax advantage and it was paying quite a good yield at these levels. I may have to hold this one many years but so be it. With respect to accounting problems- My bitter experience continues to be- if you know there is one -get out and stay out as the magnitude is usually impossible to ascertain. 2001 has taught me that I know even less than I thought, and that corporate integrity leaves a lot to be desired.

To: Paul Senior who wrote (13510)	12/30/2001 3:27:49 AM
From: blankmind	Respond to of 78535

Paul, - we're all learning - the one golden rule I've learned to abide by is to hold the stocks making money - & stay mostly away from the glitzier ones - yeah, that means lot of utility companies at the moment - but I've learned hold the stocks w/ p/e's of 10 thru thick & thin & you almost always make out

To: Paul Senior who wrote (13510)	12/31/2001 3:09:03 PM
From: TimbaBear	Read Replies (1) \| Respond to of 78535

Congratulations Paul on a mostly up year! Well done in difficult times! My winners (that I'm still holding)so far this year have been KSL, TUG and GVHR, big loser was CCI (still hold all of the position though). I am up for the year, and have done quite nicely since mid-year when I changed to completely choosing investments based on strong fundamentals that are also supported by strong Free Cash Flow. My picks for next year are: GVHR, HUMP, XNR, KSL, TUG all of which I own in my personal portfolios and have recommended to those who ask. I wish a Happy and very Prosperous New Year to you and to all who visit here. Timba