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

To: Scott Mc who wrote (13574)	1/4/2002 1:32:39 AM
From: TimbaBear	Read Replies (2) \| Respond to of 78673

Scott Mc : I like REF made about 30% net on it last year. Sold it around $3.50 I think. Sold it after a fast run-up when technical indicators looked overbought. Am thinking about getting back into it again. Good Fundamentals, selling below NetNet and Book. No long term debt. Current Ratio about 9.34 Positive Cash Flow. Timba

To: Scott Mc who wrote (13574)	1/4/2002 4:49:30 PM
From: isopatch	Respond to of 78673

Hi Scott. Did make one important portfolio change today. Lightened up considerably on PQUE, late in the day, for a scalp. Added to HOFF, earlier, in the 6.60s. But only got a partial fill, so going into the weekend with a bit over 30-35% in cash reserves. Everything else steady as she goes. EPEX, CRK, CRZO and CRED were all up today. EPEX held it's strong gain into the close while the others faded in the final hour. EPEX was up 6.7% today. siliconinvestor.com NSS was the strongest of my oil serviced stocks. It was up 6/5% siliconinvestor.com Hope folks who've not bought any of these are starting to take them seriously and will buy on any good retracements. They're going much higher when the next big freeze shows up on the 10 day temp map. Most of these stocks trade plenty of volume. Best regards to all, Isopatch