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

To: Paul Senior who wrote (18217)	12/21/2003 12:42:58 AM
From: James Clarke	Read Replies (5) \| Respond to of 78711

if you are in a mood to think, this is a fascinating speech by Bill Miller - goes about 2 hours. It starts slow, but be patient - he gets into the market about 30 minutes in and then doesn't stop. I can't imagine a better use of two hours than really intently listening to this. Probably needs a broadband connection. If you don't learn something from this you shouldn't be in the investment game at any level. You'll hear why this guy is arguably the best mutual fund manager ever and he's very open in the last hour of the speech as to what he's thinking in real time (I think the speech is about a month old - so in real time November - doesn't really matter) leggmason.com My Christmas gift to SI Value. Enjoy.

To: Paul Senior who wrote (18217)	12/21/2003 11:25:04 PM
From: Marc Fortier	Read Replies (1) \| Respond to of 78711

Paul, look at Nissan Motors. Their new line of cars and trucks are simply spectacular. Their productivity is very high too. The stock may be a little rich, but it's a great turn-around story. Should have bought a few shares when I took possession of my Sentra two years ago. The car is really good, the company too IMO.

To: Paul Senior who wrote (18217)	12/23/2003 12:39:05 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78711

re Honda HMC - I agree that HMC is one of the better buys right now in the car sector. I missed also on the upside since I got shaken out as the stock hit my stop loss after I bought. HMC seems to have very good products in the car market - the Honda Civic is ubiquitous in CA and I like the CR-V and the Element a lot.