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Strategies & Market Trends : Disciplined Investing, especially the NAIC way -- Ignore unavailable to you. Want to Upgrade?

To: Steven Dopp who wrote (345)	7/2/2002 7:23:06 PM
From: - with a K	Read Replies (2) \| Respond to of 469

I wish I would've stopped out of OCA! I know it has been a favorite target for the shorts and I understand there is a new write-up on why OCA is a good short at the Value Investor's Club (registered site). Your club's portfolio looks nicely balanced to me. And there is some overlap with my club's TROW and MSFT, but more interesting to me is the one overlap with Lehman Bros. new "10 Uncommon Values for 2002" list which I got through my broker: AIG APOL (your pick!) BBBY COF (Which I studied next to KRB but bought KRB instead) Healthsouth Corp. KLAC (which my club sold last year) McKesson Corp. PFE (I may have to look at this again) Wendy's Int'l Weyehaeuser My portfolio is getting whacked and while part of me feels like crawling in a hole another part of me knows there are some wonderful buying opportunities for the strong at heart. So, any comments about any of these or others worth looking at? PEP or APPB? - Kris