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

To: Paul Senior who wrote (14486)	5/17/2002 5:26:21 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78543

fwiw, past few days made a few sales of stocks previously discussed on this thread: On some of these positions I've not matched up my buy price to the latest sale price. There were splits or spinoffs and/or I bought and sold shares high and low over a period time in a deferred tax account. Since I don't have to reconcile individual buys/sells for the tax man, I just drop all the confirms in the particular stock's file. Trimmed just a little of losing (?) positions in KEM and NTOP to free up funds. Took $25.98 cash for buyout of SCZ. (6/01-7/01, buys @20.34-21.50) Thanks, Dale Baker for this idea. Also somebody else who supported me in this purchase. Sold half of WWF @15+. (various purchases '01, 11.50-12) Sold 1/3 COHU @26 (various purchases '00 18-24) Sold 1/3 RBC @28 (purchase 7/'00 @ 16) finance.yahoo.com Paul Senior

To: Paul Senior who wrote (14486)	7/18/2002 11:57:59 AM
From: Grommit	Read Replies (3) \| Respond to of 78543

ACAS -- they raised their dividend impressively. Maybe unbelievably is a better word. If it wasn't cash in the hand it would be questionable -- we'd be wondering if it was vodoo-accounting. I just bought some more ACAS and ALD. As far as the "inflated valuation of assets" issues raised with these companies -- that would be a fool's game if management played it. Because when they annouce profits, they are required to pay them out. ALD is expected to announce dividends in a week or so. A lot more insider buying on the ALD side than ACAS side. biz.yahoo.com