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

To: Paul Senior who wrote (15855)	11/22/2002 2:12:04 PM
From: Paul Senior	Respond to of 78476

I'll take a position in WRLD today. A regional finance company that lends money to poor people who can't afford to borrow. Decent earnings history. Low p/e (which seems to be the case with such companies), good profit margins. Reserve for bad loans is high; I can only guess that it's adequate. finance.lycos.com I find it odd that the company seems to have no internet home page.

To: Paul Senior who wrote (15855)	11/27/2002 10:30:37 PM
From: Grommit	Read Replies (2) \| Respond to of 78476

NWPX. Yeah, that was my pick. I sold some at nice prices, but kept some too. I also looked at adding, but found other opportunities. It's probably a good buy for you. I hope so. :o) Here's what I'm up to lately... I hope housing will recover. I still hold some of the traditionals (RYL, KBH, SPF) plus recently bought some CMH, which was discussed here years ago. Truckers are doing fine, owning ROAD and YELL. These LTL truckers the best, especially with the BK of consolidated. Plus they will automatically do well, with the expected economic recovery. Just bought some DRI to go with my JBX. I think JBX is the better value by far. Sold all my other restaurants awhile ago -- IHOP, BOBE, maybe some others? YUM is tempting. NLS is high potential, but many will find fault with it. Cramer has been bashing it, like ALD and ACAS. A grand opportunity to buy, perhaps. Any opinion? Groceries. I hope my ABS, KE, SWY will not get eaten by WMT. PSS, TOY and ANF among the retail seem to be a fair price. Oh and of course, BL -- I added some more recently. Bought some TGT too, but it's not a great bargain. One of those "relative" bargains. My largest holding is ACAS. If you have half-a-brain and do your homework, it's a no-brainer. Still have a lot of REITs and preferred stocks. Beacuse of the mix -- I'm around 1/3 reit, 1/3 stock, 1/3 preferred -- I'm gratefully, luckily, astonishingly, religiously, back in the black for the year. whew. regards, Grommit