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

To: Paul Senior who wrote (14390)	4/29/2002 3:50:59 PM
From: Wyätt Gwyön	Respond to of 78595

i started a position in QCOM (hardly a value stock). also picked up some EBF on the pullback.

To: Paul Senior who wrote (14390)	4/29/2002 5:09:02 PM
From: Dale Baker	Read Replies (1) \| Respond to of 78595

The discussion about WCOM's assets (possibly) being worth less than its debt today didn't put you off the stock a bit? If it follows the same script, you could end up with a few pennies per share....

To: Paul Senior who wrote (14390)	4/29/2002 6:05:44 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78595

Does WCOM have any off balance sheet debt? AOL does but not sure how much. No position in either as yet. Added a bit more TYC and DYN.

To: Paul Senior who wrote (14390)	4/30/2002 12:33:45 AM
From: Softechie	Respond to of 78595

Why buying WCOM? Buy its bonds instead...BK coming IMO.

To: Paul Senior who wrote (14390)	6/14/2002 6:13:49 PM
From: - with a K	Read Replies (1) \| Respond to of 78595

Paul, re: ILA. I see it's dropped $5 or so since you posted you were adding some, and it has now shown up on a screen of mine. Even with the bad news for the whole sector, I am interested for the following reasons: trades at a lower trailing PE and sales multiples than industry ave. low book value (.47) forward PE of only 4.7 and PEG of .42 yield of 9.8% (but the board hinted this week that may be lowered) company announced plans to reduce costs and has identified $100 mil in savings debt lower than industry average 5-yr EPS growth is faster than industry average But then there's this from yesterday: The company also announced that it had received an informal data request from the Securities and Exchange Commission (SEC) regarding potential round-trip trades of electricity and natural gas. Aquila has already responded to various requests by the Federal Energy Regulatory Commission (FERC) by stating that it did not engage in round-trip trades and that all its trades were conducted for legitimate business purposes. Moreover, the company has repeatedly stated that its trading practices are proper and in full compliance with FERC regulations and standards. None of its trades have been conducted for the purpose of increasing volumes or revenues, impacting market prices, or for any other improper business purposes. Anyone have any input here? Is this a silly time to consider buying ILA? - Kris