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

To: Paul Senior who wrote (13642)	1/10/2002 10:01:25 AM
From: rjm2	Read Replies (1) \| Respond to of 78959

RCKY...I think this is the kind of stock that might continue higher. A lot of small cap value managers have money that is burning a whole in their pocket and they need someplace to put it. RCKY & SPAN might be good candidates. COHT has had a nice move too. Folks are finding a number of my old stocks that many (including myself) have written off as dead. I remain concerned. The market has shrugged off 9/11 like it didnt happen even though the COSTS are enormous and will continue to be for many years into the future. Insiders became more bearish in Dec and I am just not finding the kind of situtations I like. (Discount to book, net current assets, heavy cash positions & significant insider buying) So I have been building a pretty big war chest. Larger than its ever been.