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

To: Paul Senior who wrote (17161)6/6/2003 11:52:48 AM
From: Bob Rudd  Read Replies (1) | Respond to of 78751
 
Sold URS. It's run up 80% from my avg cost @9.97 with no real change in the fundamentals...Weakness in state gov't spending vs strength in federal contracting. Enterprise multiples are still reasonable, but given the potential for negative news on the state front, I'm taking money off the table and looking for re-entry on a pull back This run up has been a lot of fun and I hope it continues, but strikes me as being a bit indescriminate - some real dogs are howling. My inclination is to sell into spikes and it has already cost me some run up...may in this to, but when this momentum move ends the retracement could be fast and brutal.



To: Paul Senior who wrote (17161)6/6/2003 3:43:58 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78751
 
ABS and SWY. Interesting for me due to their previously high ROE. However, I hate the high debts (2 D/E for SWY, 1 for ABS). I also hate $30M salary of ABSs CEO. So no action from me.

Jurgis - no action at all, though I almost pulled a plug on a couple of holdings during today's morning surge. Well, bless long-term-holding philosophy. :-)


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