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

To: Dale Baker who wrote (15926)	12/14/2002 9:21:26 PM
From: Paul Senior	Respond to of 78658

NOC and DRS. And have small positions in conglomerates GFF, HON, TMO, TXT. Positions still in defense/security issues ALR, INVN, KROL, RNBO, RTN also. All these except maybe DRS were brought up here or on Buffettology thread previously. (We might be talking several years ago though.) finance.yahoo.com --------------------------------------- I've no interest in giving portfolio updates. I try to avoid mentioning winners--I don't see where such information coming from me helps anybody. I'll mention losers once in a while. Some losers I'm embarrassed to bring back here and admit I still own. (That'd be like GT, X, MIR, ILA... and more. Ugh. And Oh, the shame of it.) I figure if I mention a stock here that I'm buying, I've given out the idea. Anybody wants to comment on it, that's great. And if they want to buy or add to their watch list, that's up to them. If not, that's okay; we'll move on to another stock that posters bring forth. I likely won't mention the stock again unless I see its relevance to a current discussion. Paul Senior