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

To: Paul Senior who wrote (14975)	7/30/2002 1:39:56 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78625

<<apparently are cigar butts with their disguise now removed.>>In some cases like Enron, WCOM, adelphia, ELN this fits, but in others like TYC and especially the energy merchants it was more a dramatic change in perception reflexively combined with deterioration in fundamentals & substantial debt levels. I don't know how to forecast the perceptual shifts or fundamentals like spark spreads, but debt levels have moved up several notches in importance. What's saved me considerable pain is a combination of diversification and sailing into the brunt of this with only 40% allocated to stocks.

To: Paul Senior who wrote (14975)	7/30/2002 4:03:27 AM
From: Dale Baker	Read Replies (1) \| Respond to of 78625

I bought a few SKYW ahead of earnings, shocked that a profitable airline was lurking out there. The quarterly report was great, more growth in revenues and profits. I will add more today.