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

To: Investor2 who wrote (17610)	8/19/2003 11:28:06 AM
From: Paul Senior	Respond to of 78961

Hello, I2. Nice to hear from you. I take seriously your alert that you are reducing your equity exposure, since I presume you mostly have been a long-term buy-and-holder. Even RPM, roughly a two-year holding if you're selling your '01 shares now, is short-term compared to some of the large caps you've said you have held since the '60's or '70's, if I remember a post correctly. Again, nice call on RPM. (Also mentioned here then by Bob Rudd.) Sorry I never had the gumption to buy when we discussed it at lows. For the heck of it, this a.m. I went back to my '01 posts during that month to see what I was buying instead of RPM... yikes. So many turned out to be losers: CHTR, ELN, KNDL. (aside: Still holding some ELN; I've liked KNDL and have added to position.) NWL worked out well for you and a couple of other people here too. It's been mentioned now again as a stock to look at. Paul Senior