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

To: Don Earl who wrote (16132)	1/10/2003 4:05:35 PM
From: MCsweet	Read Replies (1) \| Respond to of 78594

A few stocks Off the top of my head, here are a few stocks with cash cushion and profitability and/or turnaround potential. CSTLC (mentioned recently on this board by RRICH4) PVSW VCLK MCKC ALPH DUSA CYSV

To: Don Earl who wrote (16132)	1/10/2003 5:17:49 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78594

Don Earl: there's a dichotomy that I'm not understanding. On the one hand you talk about long-term stuff like business prospects, strong balance sheets, etc. For example, "...long term value has to consist of a reason why investors would pay a higher price 2 years from now than they would today." All this gives me the impression you are a value investor. OTOH, several posts back you were saying you thought the market would retest Oct. lows. And in another post, didn't you say your tried-for or expected holding period for you with your stocks was a few months, but it was turning out to be more like a few weeks? Posts here are free-flowing, logic streams get interrupted, and my memory is not what it was, so I may not be understanding all this or drawing conclusions correctly. If you are only planning to be in the stock a few months or weeks, then why so much emphasis on safety, dd, value? I mean, what the heck do you care about a stock's price two years from now or its business prospects in '04, or its cash burn, if you'll have bought now and exited a few weeks from now? just curious. Paul Senior