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

To: Paul Senior who wrote (16147)	1/12/2003 2:02:22 PM
From: - with a K	Respond to of 78476

Re: using my brain and not my stomach. Good thoughts, Paul. Thanks. One thing I'm still trying to learn because of these last three years is relying on my analysis more and my emotions less. It's the human side of investing, no? "What's wrong with this stock? Wait and watch," my stomach says, when my brain says buy. "Sell, it's way overvalued, fool," my brain says when my greedy side says let it run a little bit more. Ah, the lessons we learn.... FWIW, I'm now of the school that says take a smaller position to begin with and work your way into a full position. I just didn't act on that with HELE. Or POOL at $25 or HRB at $32 or LIZ at $25... all stocks that I had been following but lacked the courage to jump. - Kris

To: Paul Senior who wrote (16147)	1/16/2003 8:34:34 AM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 78476

i bought HELE some months ago on a nice plug in welling@weeden by Scott Black. basically called them a "decent company" that was (then) cheap at around 9 times earnings. he also plugged IPCR, which has done OK as well. on a separate note, i was rather disappointed by Nygren's comments in the latest OID. he seems to take the $53 pro forma earnings estimate for the SPX at face value and says it should trade over 1200 based on the silly Fed model. almost makes me want to short WM. it's scary to see value managers being so clueless.

To: Paul Senior who wrote (16147)	7/9/2003 11:11:37 AM
From: - with a K	Read Replies (1) \| Respond to of 78476

HELE out with great numbers. Disclosure: long. CHICAGO (CBS.MW) - Shares of Helen of Troy shot up 22 percent in early trading Wednesday after the personal-care products maker reported that first-quarter earnings more than doubled on rising sales and a litigation settlement. The El Paso, Texas-based designer of brand-name hair dryers, curling irons and skin-care products also raised its profit projections for the full year to a range of $1.75 to $1.80, up from an earlier forecast of $1.45 to $1.50 a share. The company also said it will buy back up to 3 million of the 28.2 million outstanding shares.