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


To: Paul Senior who wrote (14297)4/10/2002 6:12:20 PM
From: Jurgis Bekepuris  Respond to of 78714
 
Paul and all,

Sold NAUT today after warning. It may be cheap here,
but I have no conviction. On projected .94 2003
earnings, projected ROE is <10% which is too low for me.

Very likely buying SGP with the proceeds.

Jurgis



To: Paul Senior who wrote (14297)4/11/2002 3:09:16 PM
From: sjemmeri  Read Replies (2) | Respond to of 78714
 
Recent new buys: MALL, DRRA, EEGL. All 3 are O'Shaughnessyish.