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

To: - with a K who wrote (17804)	10/2/2003 5:37:26 PM
From: Paul Senior	Read Replies (4) \| Respond to of 78462

Some nice stocks there. Pity that that many were not able to be chosen when they were first mentioned here - when several of them were at much lower prices. (OTOH, maybe they were bought then and contestants still like them.) Very sorry I didn't step up to WLS anywhere or anytime during its great run. After watching it for a short time @ $14, it quickly scooted to $20, where it seemed to me I missed it. I missed it all right - only because I failed to step up and buy anytime and anywhere during its subsequent continuing run. Now at $50.75 and with p/e of about 9 according to Yahoo, there may STILL be money to be made with a purchase. My failure here has caused me to look at other small publicly-traded Southern California homebuilders, BHS being one. Also sorry I didn't buy GTW when I mulled it over here. It was then a no-debt, below-cash play. (Cash now $3.61/sh with stock at $5.75.) Surprised to see grocery chains SWY and ABS on a list. Some of your friends/family must be talking to each other about this sector. I wouldn't have expected teenagers who might(?)be involved in these selections to pick such mundane businesses. I would've guessed maybe ANF or something tech that's more hip/in. (I'm still holding my positions SWY, KR, and ABS.) Many of the stocks on the lists are selling near or at highs. For me then, it's hard to justify a buy on those. Ones that might work for me are WM (which I recently have added to) or SUNW which has cratered yet again, and so might be interesting from a contrary perspective. I see some other stocks on the list which I have - I consider those holds at this time. Right or wrong, jmo. Paul Senior

To: - with a K who wrote (17804)	10/16/2003 11:03:18 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78462

OT: -with a K, acknowledging nice move in your portfolio stock IMDC. eom.

To: - with a K who wrote (17804)	2/2/2004 2:04:45 PM
From: - with a K	Read Replies (2) \| Respond to of 78462

FWIW, a 4 month update on my friends and family stock contest, started Oct. 1: HELE, IMDC, WLS, STHLY, ARO: up 21.14% best: STHLY up 49.9% PLMD, QSII, UTSI, MSSN, MAXF: up 6.22% best: QSII up 25.5% DELL, MCD, WM, BOBJ: up 14.6% best: BOBJ up 37.7% SWY, NOK, AMD, SUNW: up 19.5% best: SUNW up 69% COST, FO, ANF, C, AMZN: up 6.1% best: FO up 18% VZ, ABS, GE, YUM, GTW: up 10.6% best: VZ up 13.9% LNCR, SSL, CVH, TGT, MSFT: down 6.21% best: SSL up 32% ABS, PCL, BAC, SBUX, NNBP: up 6.7% best: SBUX up 25.3% PETC, PDCO, SONC, GGP, LCUT: up 20.9% best: LCUT up 47.7%