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

To: Paul Senior who wrote (15120)	8/10/2002 3:40:47 AM
From: Larry S.	Respond to of 78615

HI, have been lurking here the past few weeks. While SV might have some appeal on the numbers, I would avoid any connection with Janus. They are likely to continue to have an exit flow of funds, and they have morphed into common value type wannabes and still on the wrong road growth funds. FBF has appeal, but has too many issues for me. My fav in the banking sector is STT - State Street, which acts as custodian for trillions of dollars of mutual fund assets and gets a nickle or so for every mutual fund account, no matter how well they do. long term chart on STT: finance.yahoo.com larry

To: Paul Senior who wrote (15120)	8/10/2002 6:19:35 AM
From: Dale Baker	Respond to of 78615

COGI - no one else has mentioned this one, I would appreciate other points of view on the valuation: biz.yahoo.com The current share price under $2 is bizarre for a profitable, growing company with likely 2002-2003 earnings well over .20 each. Am I missing something? ACGL had a terrific report Thursday, beating estimates by a mile but no one noticed. At $27, I am holding for a move to $40's eventually. Opinions welcome there too. MAXF earnings should be out soon - they preannounced .25 for the quarter but maybe we can get some idea of their projections going forward (they are notoriously tight-lipped about guidance). FMT - recent acquisition in low 4's, a turnaround story with great promise based on their recent earnings. I won't crunch all the numbers in these stocks myself since I would like others to take a fresh view and give their reactions if interested.