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

To: sjemmeri who wrote (14420)	5/1/2002 8:59:51 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78595

Steven J. Emmerich, re: SFN, others you've mentioned. fwiw, Some of these are too tough for me to figure. I'll pass on RTRSY, as I did when it was a Mike Burry pick. On the surface, I can't see the attractiveness of INCY either. PKOH might work for me; it's come up on several screens in the past, and I've always passed on it though. If I view DZTK as a distributor, and use the method I employ for determining entry points regarding distributors, DZTK is too expensive to buy at current price. DKWD has low p/sales and is breaking to new highs. Attractive for those who buy in this way, although for me, it's not my general or preferred style. I will likely look a bit closer at DKWD though. re: SFN. As you know, it's been discussed here and not very favorably. I just checked Chris Pedicini's comment of a year ago (#12174), and he's been right that Ruane Cunniff & Co (long term buy and holders ala Buffett/Graham) have continued to substantially reduce their position. I was early (wrong) in buying my first shares at $12 3/4. Message 15173464 I added more at lower prices, and I continue to hold all shares. It seems like many of these staffing companies dropped and have come back, e.g TimbaBear's HAKI, mentioned in the discussion of SFN. Paul Senior (I am just responding and giving my opinions on stocks, and - as you know - I am wrong many, many times.) Congrat's on capturing part of that tremendous percent move in DRF!