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

To: Bob Rudd who wrote (17396)	7/11/2003 12:43:30 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78595

Bob Rudd: SGR. Suffering with this one, but I'll hold on a little longer. Took some profits in NCR along the way; still have some shares though. On the negative side, I gave up today and sold exploratory position MTW at loss. Rode that one all the way up, back down, up a little, and ended now back down this am. Their crane business is punk. They don't say, but I had, and have, a strong suspicion it wasn't the economy. Competition from upstart Chinese company taking market share. Should've acted on my suspicion. finance.yahoo.com Started a small position in ATML this am. Diversity of business should help this chipmaker if economy recovers. P/sales relatively low. I'm guessing profits in past were driven by high fab utilization rates. Risk is that with more fabs having been built by competitors world-wide, and no electronics sector showing really strong chip demand, those good utilization rates (profit margins)may not return. finance.yahoo.com

To: Bob Rudd who wrote (17396)	7/12/2003 8:08:06 AM
From: Allen Furlan	Respond to of 78595

Re:sgr Bob, if you see value at 5 (I do) then put in limit order to sell 2005/5 puts at a buck. Current margin is about a buck and that is nearly a 100% return in 18 months.

To: Bob Rudd who wrote (17396)	8/26/2003 9:53:32 AM
From: Bob Rudd	Respond to of 78595

SGR: I forgot to post picking this back up at 8.09; Sold it again yesterday @ 9.02. I've become concerned about Lyons put coming due early 04...a short 'prospectus' on yahoo board makes some good points on the downside. The blackout response is going to take awhile given the legislative gridlock resulting from differing regional perspectives. When the fix does come, it will lean more toward transmission than utility construction which is SGR's bag. I haven't found a good way to play the blackout response without overpaying. Looked at IMGC but it's revenues primarily come from other areas. The Ceo talks up the potential from the power division while at the same time dumping stock into the rally...doesn't inspire confidence.