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

To: Terrapin who wrote (14070)	3/3/2002 3:16:52 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78517

Terrapin, I never could see to buy DSWL. My error, I guess. I have NTAI still though.

To: Terrapin who wrote (14070)	3/4/2002 1:22:30 AM
From: James Clarke	Respond to of 78517

I hate the term "value stock". There is no such thing in my opinion. Every stock is undervalued at one price and overvalued at another. Not that I or anybody else knows that price for every stock. Many stocks seen as "value stocks" now are anything but. What I'm most uncomfortable about in my portfolio today is that most of the stocks I own look like "value stocks". I'm looking hard for opportunities off the radar screen. Actually my two biggest holdings institutionally, which I won't share, would never come up on the kind of screen one would do to find "value stocks". But I think what is going to work for the next year are the kinds of things that are below the radar.