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


To: Paul Senior who wrote (14850)7/17/2002 11:36:05 AM
From: Dale Baker  Read Replies (1) | Respond to of 78622
 
I wonder how many value managers are sticking with TYC given the big selloff today.



To: Paul Senior who wrote (14850)7/17/2002 11:41:21 AM
From: sjemmeri  Read Replies (3) | Respond to of 78622
 
Got back into AAPL today. Someday they might do something useful with that large stash of cash.

steve



To: Paul Senior who wrote (14850)7/17/2002 1:19:46 PM
From: Bob Rudd  Respond to of 78622
 
Paul: Thanx for Olstein article. Book rec: 'Value Investing With the Masters' Interviews with 20 top investors including Olstein. One's with John Goode and Bill Miller not to be missed - got a lot more out of the interview here with Miller than Janet Lowe's recent book on him. I got book at library, but here's the amazon blurb: amazon.com



To: Paul Senior who wrote (14850)7/18/2002 11:58:47 AM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78622
 
Bought BMY and CHKP today. Considered also TLAB, CDT,
FNM/FRE, COF, KRB, FBF, C, AEOS, RTRSY and C, but
the two above won the contest.

Jurgis - lots of possible buys...