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

To: Paul Senior who wrote (16455)	2/17/2003 11:20:03 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 78661

Paul, I have been adding USU between 6 and 6.15. Fido has been selling from one of their mutual funds - suspect forced selling. I like ARLP and have been waiting for a good market sell off to pick it up. Am also watching SASOY as it is being sold off slowly as I think it is a good buy now but a great buy in the 9's. AAUK for some reason is not getting respect in this market as they have some great properties and IMO VELCF is cheap right now.

To: Paul Senior who wrote (16455)	2/18/2003 12:21:27 AM
From: TimbaBear	Respond to of 78661

Hi Paul! I had forgotten about that list! Since the post was done on 10/14/02, just a rough eye-balling of the charts indicates that most of those stocks are trading now right about where they were then. Factoring in the fact that most of them pay dividends, it appears that a portfolio of those would have yielded a small positive return. Yes, I do have more that have made my list. I'll try to make up a list in the near future. I have not gone through the list you referenced yet to see if they all still meet my cash flow guidelines. I'll try to do that as well, when time permits. Timba

To: Paul Senior who wrote (16455)	3/30/2003 7:16:04 PM
From: TimbaBear	Read Replies (2) \| Respond to of 78661

Hi Paul and all! Sorry it took so long to respond to your request for an updated list of what I consider to be nicely cash flow positive stocks. Life has been busy. In no particular order here they are: EK, WHR, BA, SBC, C, PMSI, VZ, NOVA, SVU, ALG, SRR, SGDE, NLY, CNTE, SSS, PSA, OXM, TRCI, NITE, NOLD, FRD, USU, ARLP, EBF, DRF, KDN, GNI, LNCE, RGR, TCLP, BL, PEG, GVHR, ANFI, KEQU, DSWL, MTON, REF, SKO, AEP, TNRK.OB, HWKN, APFC, XTRM. TRCI and GVHR have been extremely nice performers for me. I own a few of the others. This list contains a lot of the same names as the previous one. Some have been dropped because their cash flows no longer meet my criteria, some new ones have been added. TimbaBear