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

To: Wallace Rivers who wrote (14080)	3/6/2002 1:06:48 PM
From: Paul Senior	Respond to of 78525

Haven't forgotten about my miss on your CVS. I did buy (and am still holding) some Duane Reade that we talked about: Message 16860223 Sometimes in retrospect I feel that I'm spending too much time trying to pick the "best" of the downtrodden stocks in a beat-up sector. It's often that the sector improves, and stocks within all move up. Paul S. (aside: and sorry I didn't buy SFI in that linked post! Now I'm wondering if it's still not too late. (?))

To: Wallace Rivers who wrote (14080)	3/6/2002 2:25:14 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78525

Walllace: Speaking about drug store chains, I'm considering buying RAD. Do you or anybody else here who's interested in this sector have an opinion on it at current price? I just don't see a margin of safety, yet if the sector is moving, RAD might have more room too. (It already has moved up, but price only has moved from $1.85 to $3.05/sh. Perhaps I am fooling myself here, because with 500M sh. out. that small move (only $1.20 move in the stock price) has already added lots to market capitalization.) There's some insider buying. I still see plenty of cars in RAD parking lots in my area. Nice fixtures/displays upgrade in my local store too.