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

To: sjemmeri who wrote (16993)	5/6/2003 11:26:08 PM
From: TimbaBear	Respond to of 78661

Steven Yours sounds like a reasonable strategy. I was just holding on to an old position that I've decided to get out of. I didn't think the recent down spike would last and was holding on for a recovery back to the mid-14 level when it just kept going. I've been so busy with personal stuff and business that I haven't had time to re-assess. Glad to see the move (at long last) but, like you, I'm skeptical about its endurance. For now, though, I'll ride along and see what happens. Timba

To: sjemmeri who wrote (16993)	5/7/2003 7:12:10 AM
From: Wallace Rivers	Respond to of 78661

One I've put back on my radar screen (I received a small IPO allocation, since sold, about a year ago) is VNX (Veridian). Excellent business to be in IMHO, results have exceeded expectations for several quarters now. Potential negatives are insider selling (can't blame them, that's one means of getting paid), and talk of a secondary (although some speculate this won't happen until prices are higher). Unfortunately, stock price has jumped considerably lately, because of an excellent quarterly report, as well as a rejuvenated market.