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

To: sjemmeri who wrote (15847)	11/21/2002 2:51:22 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78486

Yes, I am doing similar. I'm selling some stocks that seem to have less potential and purchasing more of the bigger/stronger value opportunities. I'm not convinced though that judging future stock performance between value stocks is actually doable or necessary. Still, I've gotten a little tired of holding FAF, for example, and I sold some under the assumption (or maybe the excuse) that the refi boom is over for this title insurer. I am using funds to build up a small position in MO. I am trying to rebalance one of my portfolios toward more GAARP stocks. I am holding too many turnarounds, potentials, money losers, cigar butts and maybe value traps. So here, in the past few days I have been taking some profits and some losses as well. (I have many of the latter.) I've built up more cash than I've had in a while. I'm buying a little COST, and I've started to buy a little OCLR, which I consider a GAARP stock. In addition to SNSA, today I've also added a bit to my very small position in HUM. finance.yahoo.com

To: sjemmeri who wrote (15847)	11/21/2002 3:13:56 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78486

It is hard for me to part with some of these dogs. I've had about enough of thread favorite BAMM. I'm looking for a reason (excuse) to sell my remaining shares. Today BAMM announced losses again. However, when I run the prior quarter numbers (my latest), the stock still seems to be a net-net. (And assuming analysts are correct that company will be profitable this year, it's almost a Ben Graham net-net). So now I am looking to add more again if the stock will drop a few pennies.