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

To: Wyätt Gwyön who wrote (16173)	1/16/2003 11:22:32 AM
From: Paul Senior	Respond to of 78476

Darfot: fwiw, regarding Scott Black recommendations: In this week's Barron's roundtable, his five picks are: DHI, RYAN, AXL, RNR, LSI. I have read too where he might recently have bought GCI, TXT, DIS. Some posters have mentioned IPCR and DHI here over the past few years. GCI is a Buffett stock, and once in a while it gets discussed on the Buffettology thread. DIS has been mentioned too. Of the five Black picks above, I'm looking at RYAN, and I'd be interested in people's comments here about it. RYAN's one that hasn't shown up here in a while. It might work out too, but I've no confidence about it. Paul Senior (I hold small positions in some of these stocks.) finance.yahoo.com

To: Wyätt Gwyön who wrote (16173)	1/16/2003 1:11:07 PM
From: Jurgis Bekepuris	Respond to of 78476

Re value managers' comments. I disliked latest Marty Whitman annual report. This is the guy who aims for 10% annual market-independent return (at least that's what he said when Nasdaq/SP were clocking 20-40% annual gains). Fine. Last year his funds drop in value instead of doing 10%. So does he say: "Hey, this year we failed to reach 10% return"? No, he says: "It was a bear market, so our fund fell as well". Hey, so where did the "market independent" goal do? Jurgis