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

To: Paul Senior who wrote (13516)	12/31/2001 9:08:47 PM
From: Paul Senior	Respond to of 78548

Here's the final list of stocks that three (or more) people on this thread said here in 2001 that they were buying: siliconinvestor.com Again, the gains are way overstated because the losses with ICIX and AREM are understated (if these two stocks were held until now). In past, stocks chosen by the above criteria often haven't reached their highs (full value) until subsequent years. This portfolio's performance is not designed to be compared to any other portfolio.

To: Paul Senior who wrote (13516)	12/31/2001 10:23:03 PM
From: Grommit	Read Replies (3) \| Respond to of 78548

Thanks for the tip on GEHL. The insider buying is certainly good, however most or all of that is exercising options. So I will look more to the business fundamentals and will let you know if I take a nibble. BTW - I am starting to have trouble finding attractive stocks. The stock which I found and have not posted here, which has the numbers in its favor and some reasonable insider buying is MDU. I just loaded up the truck. biz.yahoo.com They make a lot of ther profits on construction, although they are predominately a utility. yahoo.marketguide.com ... OT -- I am happy to report on my fine year in 2001. I am up 23.4% for 2001. My 2000 performance was tolerable at +4%. 1999 was a very dismal loss of 19%. My nest-egg is now re-established. :o) More importantly, I think the investment lessons I learned are truly learned. I am diversified with 80 stocks, in many sectors -- the pick of the sectors, I hope. Around half are income generating (high dividend, REIT, or preferred stocks) which will comfortably provide me with eternal meal-tickets, campground fees, plane fares and whatever. I worked full-time until I was 40, then part time up to 50. I have been working part-time an a financial manager for the past year. I just had a health scare with my eyesight, so when I asked the retirement question "why not now?", I clearly couldn't not answer. (I lot of people were asking themselves that question after 9/11, according to a Wall Street Journal article). My recent answer was "because it is entertaining", is not valid. I am leaving the work force for good this time. I have a new boat, a nice camper, a great motorcycle, and my wife has been beating me at raquetball so I clearly have to practice. My eyes are still at risk, so I am going to have fun full-time. I felt like sharing my story. Grommit

To: Paul Senior who wrote (13516)	1/1/2002 1:49:00 AM
From: James Clarke	Read Replies (2) \| Respond to of 78548

<<CBE. I might as well just start out and say CBE has an asbestos exposure somewhere. It's presumably small and manageable. Jim Clarke has said, if I recall, that there is NO small risk -- just forget about such stocks. Run. -g-I'll try a small position anyway, keep my eye attuned for company news, and if it's bad, hope there's room for me to escape with the bulk of my dollars intact.>> Interesting that you bring up something I said generally about asbestos in the context of Cooper. I've got a history with Cooper - very good company. Your post is so ironic because I have a history with Cooper that I've probably never posted on this thread. I nailed the bottom on Cooper in early 2000, lost track of it for a while, bought it again a couple months ago on speculation of a deal coming together, but then sold it the moment I saw they had asbestos exposure. No way Danaher is going to acquire asbestos exposure and expose their whole business to that - they'd have to be nuts. Best of luck to everybody in 2002 - I am not at all optimistic. And I'm not talking about the general market - last year I saw the general market as dangerous, but I knew I was finding opportunites that would go up. And they did - I'm coming off a very good year. Today I still see the general market as dangerous, but the kind of things I buy look fully valued - a very picked over market without a lot of outliers - those outliers are my game and they're just not there.

To: Paul Senior who wrote (13516)	7/24/2002 8:26:56 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78548

I added a little to my small position in thinly-traded GEHL today. To free up some cash, I closed my positions in GTSI, FSS,and cigar butt IDG. Halved my small position in EK. (I like the dividend-- it fits my dividend investment model. However, I also wonder if that dividend is sustainable. And the lack of sales growth bothers me.) Lost patience with KEM-- sold most, intending to reenter if stock hits new lows. Taking more profits in SR. (All stock mentioned here previously.) finance.yahoo.com