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

To: Paul Senior who wrote (17808)	10/3/2003 11:39:58 AM
From: - with a K	Read Replies (1) \| Respond to of 78464

Re: stock contest picks. The hilarious inside joke was from the family of two teenagers I had taught some basics to last year. The father owns a very successful A&W Restaurant; the 17 yr.-old daughter chose McDonalds. The father chose Alberstons; the 15 yr.-old son chose Safeway! Also, big news from WM on sale of Ahmanson ranch - the protesters won! Should help with PR and allow the management to get rid of this hairball and focus on running the business. LOS ANGELES (Dow Jones)--Washington Mutual Inc. said its verbal understanding with the State of California to sell 2,800 acres in Ventura County for a reported $150 million is a "sound business decision." In a press release Wednesday, the Seattle-based bank said the plan to conserve the property provides "a complete resolution of this matter and a financially satisfactory outcome." Washington Mutual currently expects to post a fourth-quarter gain on the sale, a spokesman said.

To: Paul Senior who wrote (17808)	10/7/2003 5:23:22 PM
From: - with a K	Respond to of 78464

WLS News (Gee, maybe I should've bought for real!) William Lyon Homes Reports Record Third Quarter Orders, up 96%, and Record Backlog, up 62% Tuesday, October 7, 2003 04:21 PM ET NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Oct. 7, 2003--William Lyon Homes (NYSE: WLS) announced today preliminary net new home orders and backlog information for the three months ended September 30, 2003 which were at the highest levels for any quarter in the Company's history. Net new home orders for the quarter ended September 30, 2003 were a record 977, an increase of 96%, as compared to 499 for the quarter ended September 30, 2002. The Company's backlog of homes sold but not closed was a record 1,795 at September 30, 2003, an increase of 62%, as compared to 1,109 at September 30, 2002." Granted, it's only been a week of the contest, but my portfolio of MAXF, UTSI, QSII, MSSN, and PLMD is leading the contest with a 9.65% gain. The portfolio with WLS took a big hit because of HELE but is up 2.55%

To: Paul Senior who wrote (17808)	10/7/2003 5:47:43 PM
From: Jurgis Bekepuris	Respond to of 78464

CDT is running up recently on higher than average volume, in spite of what I thought was a mediocre (OK - bad) earnings report. So, either someone knows something, which I don't like, or there is no reason for the runup, which I don't like either... Any CDT holders or followers with opinion? Jurgis - to sell or not to sell, this is the question?

To: Paul Senior who wrote (17808)	10/7/2003 7:19:48 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78464

Hi, Paul; I see that DRD has, unfortunately, taken a step backward. You may recall I was a buyer of CVS - since sold, too soon :>( You've gotta believe that DRD, with its Manhattan location, is worth more than its current quotation, if for no other reason than someone else scooping it up, albeit at a lower price, what with the fundamentals deteriorating. And, the poorer the quarterly results, one could conjecture the more likely the company is to be acquired. It is periodically mentioned as a takeover candidate. No position now, just looking.