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

To: Paul Senior who wrote (16715)	3/31/2003 5:11:06 PM
From: Madharry	Read Replies (2) \| Respond to of 78666

Speaking of new lows healthsouth can now be had for around a dime. One of the biotechs i follow REGN lost 1/2 of its value- and the "good news release-why is the stock dropping" followed by "horrible news release" will probably destroy management credibility. OT saw an interesting article on bloomberg.com by graef crystal which discusses the large increase in compensation awarded the CEO of Delta Airlines. Also notes that the company will be depositing funds in outside trusts to ensure that 33 senior executives salvage their pension plans in the event of a future delta airlines bankruptcy- sure makes me leery of becoming an investor! Sometimes I feel like a blind person walking through a minefield. Why arent institutional investors and the SEC more concerned about this stuff?

To: Paul Senior who wrote (16715)	4/2/2003 4:45:57 PM
From: hoyasaxa	Read Replies (1) \| Respond to of 78666

A company perhaps worth taking a look at may be SVI Solutions (SVI). Anyone familiar with their story? While not a classic value play like those that I am most fond of, company appears to be on the verge of a good turnaround.

To: Paul Senior who wrote (16715)	5/4/2005 4:52:53 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

VVTV: I'll add a bit to my losing position in ValueVision Media. Over the past couple of years, performance has continued to degrade. The company's not profitable, and book value per share has steadily declined. The stock is at a five year low (ouch!) Positives though are that there's only miniscule ltd, and cash or short term investments amount to $2.72/sh., according to Yahoo. (The stock is slightly above $8.00 now). The psr is a relatively very low .51. VVTV is the third and the independent channel among the home shoppers. (Home Shopping Network and QVC are folded within media conglomerates.) By holding on to my shares I keep betting (and losing) that either VVTV will get its business act together or else the company will be somebody's acquisition candidate.