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

To: Paul Senior who wrote (15412)	9/10/2002 3:37:51 AM
From: Dale Baker	Respond to of 78740

You know I can't resist an invitation like that. Beaten up but solid companies under $20: MAXF ET TWTC L SKYW JDAS That's six, but who's counting. I also have BFCFB that Paul mentioned. Now for very risky speculative plays where I still think there is plenty of value: RSTN OCPI COGI PGO

To: Paul Senior who wrote (15412)	9/10/2002 11:00:11 AM
From: TimbaBear	Read Replies (1) \| Respond to of 78740

Hi Paul Anybody else got a list they like, now would be a good time to post it, and/or discuss individuals within such lists. OK...my list is pretty boring, I've only added one since last time (which supports my theory that this market is still way over valued generally)....TRCI, TUG, XNR, FRD, CCL, GLG(the new kid). TRCI and TUG and FRD are undervalued, good management and good cash flow selections, which pay dividends while I wait for Mr. Market's attention to come around to them. XNR is a management play. CCL is the largest and most profitable cruise ship operation. They pay a dividend and also give $50/person/cabin on-board credit for each cruise a shareholder takes. With my wife, that's like a big extra dividend! (We just got back Sunday from another cruise...this one on the MS Maasdam, a Holland America ship) GLG is my play on gold. They are US-based, so I'm familiar with the GAAP, and they have nice free cash flow. Timba

To: Paul Senior who wrote (15412)	9/11/2002 1:33:22 AM
From: Don Earl	Read Replies (1) \| Respond to of 78740

Paul and everyone, Thanks for the interesting lists. I thought CPAK, NSI, QTRN and VCLK were worth adding bookmarks. AAPL is one I've always thought well of on fundamentals. I've also thought it would play well as a rolling stock, but have never been able to muster the amount of faith to buy when it's most hated. I've looked at VCLK quite a few times, liked the cash, but couldn't talk myself into buying it. I've also got PRXL and FILE bookmarked. I think they were mentioned on the thread not too long ago. I've also been watching RETK drop like a fat rock for the last few months. I like the fundamentals, but don't care for the way it keeps making new lows on almost a daily basis, plus I still can't decide if it's a value play, and if it isn't, at what price it would be. Whatever. GT and a few others looked interesting, but I'm still staying away from heavily leveraged issues. Thanks for the feedback.