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

To: Paul Senior who wrote (15932)12/17/2002 9:13:29 PM
From: TimbaBear  Read Replies (1) | Respond to of 79050
 
I like EK, MO, and CAT at these prices and yields. Have taken positions in all three.

Still like TRCI a lot.

Got my head handed to me on the JPM options. Still believe they are going down at some point, but that ticking option clock gets me more times than not.

Like GLG as my play in the gold sector.

DRF has very interesting free cash flow, but I don't own any of it yet.

Timba



To: Paul Senior who wrote (15932)12/18/2002 1:22:48 AM
From: Madharry  Respond to of 79050
 
Conseco was mentioned here at one time- BK.



To: Paul Senior who wrote (15932)12/18/2002 10:44:17 AM
From: sjemmeri  Read Replies (1) | Respond to of 79050
 
I finally bought some restaurants and went with the leaders at what I think are very reasonable prices. MCD (in my son's account as its his favorite) and YUM (in my daughter's account as she loves taco bell and KFC). Also, still holding some CAKE as they continue to execute their 'growth at a moderate pace' plan to a tee.


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