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

To: dstange who wrote (14755)	7/8/2002 2:54:22 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 79019

Welcome to Value Investing thread. Hope I did not scare you from the G&K thread. ;-) G&Ks are great companies and worth buying at the right prices. Out of the stocks you mention, I think C is close to a buy point with expected annual return of ~14% if it maintains 17% ROE. If not, returns are lower. I don't have much comment on the others. I only invest in companies that have >15% ROE for >5 years and <.8 (often <.5) in debt/equity, which leaves ALD, C, FBF, FRE and EV. I'll let you know if I look at these. BTW, there was a writeup on ALD here: fool.com It has some good points on investing in financials and why I usually avoid financial companies. There are exceptions though such as Berkshire Hathaway and Wesco. C, FRE, maybe FBF may be also worthwhile investments. Good luck Jurgis

To: dstange who wrote (14755)	7/8/2002 4:50:23 PM
From: Grommit	Respond to of 79019

Book - As an easy but beautiful read, I would recommend John Neff's book -- "John Neff on Investing". chapter 7 elements of style chapter 8 the bargain basement chapter 9 care & maintenance of a low P/E portfolio. And, as discussed here many times, value investors never buy their books, they check them out at the local library.

To: dstange who wrote (14755)	7/8/2002 7:41:06 PM
From: Paul Senior	Read Replies (3) \| Respond to of 79019

dstange, in my opinion, you now offer a possible area to look at: buying anything the Gorilla boys might have given up on. Maybe again or more: SUNW, SNDK, GNSS, SEBL, QCOM ? ----------------------------- Very sorry my style hasn't been shorting. Especially shorting anything being followed there this year. Their screens (watch&wait and GKI)are ALL red. Of course, timing is significant: the tech game isn't over yet; there could be a recovery from current lows. jmo