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

To: Madharry who wrote (17568)	8/15/2003 1:48:31 PM
From: Paul Senior	Read Replies (2) \| Respond to of 79050

re: "OT has anyone looked at TSO?" Sure. Have had a very small position since '02. TSO's not an OT subject to me: at current price it's a value stock (imo). (low price/stated book, and low price sales) Refinery biz. hardly ever good and not very exciting (except when there are explosions). With this sector, I prefer to buy a package. I have HOC, VLO, TSO, GI. HOC's being bought out. My fav. is VLO (I like its aggressiveness, presence in Ca., size, p/bk). Possibly VLO's still within buying range for a value investor. With TSO, my notes show negatives are questionable competence of CEO and his high salary. (Also note high salary for VLO's sr. mgmt.)