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

To: Paul Senior who wrote (16928)	4/25/2003 3:57:46 AM
From: Larry S.	Respond to of 78644

I would not touch Japan, period. larry

To: Paul Senior who wrote (16928)	4/25/2003 8:17:41 AM
From: Dave	Respond to of 78644

Paul, Sony is definitely interesting, but I would wait a bit. Tis best not to try and catch a falling knife!

To: Paul Senior who wrote (16928)	4/26/2003 1:29:48 AM
From: Spekulatius	Respond to of 78644

Sold off my my HMC yesterday at a small loss due to deterioration in Japan and bad news from DCX, GM and the like. Larry is probably right that isn't better not to touch Japanese stocks right now even though I do see the value in SNE, MC, HMC, TM and the like. However i do believe there is value out there, so i start to follow japanese stocks more closely now. Also sold off BNK which has been going up do to general sentiment - i guess I am trading too much. I still like this stock and also a few smaller new England Bank which are ripe for a takeover. Af The general market looks very vulnerable and overvalued right now - so i will go in hibernation a bit to wait for better values in the near term future. Overall, I am about 85% cash right now. P.S: I like NTZ after a first glimpse.

To: Paul Senior who wrote (16928)	4/29/2003 11:04:08 AM
From: Wallace Rivers	Respond to of 78644

"Efficient market", my a$$. Traded out of RKY yesterday on strength, feared an earnings miss. I was dead on (the miss was big), but now the stock trades flat or slightly to the positive, floating its boat with the overall market, and its group of brewers. CSFB upped earnings estimates for this Q and year on CVS, but is still lukewarm on the stock. SGH is trading like the div. will be raised, that's what I am betting, with the extreme cold of this winter. Earnings release is tomorrow AM. If I'm right, the gap will close more between SGU and SGH....if I'm wrong, look out below. All IMHO, long SGH and CVS.