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

To: Steve168 who wrote (18470)	1/17/2004 12:16:21 AM
From: James Clarke	Read Replies (2) \| Respond to of 78687

SEMI making up for my UAIR. Can I get the first bankruptcy in the SI Value portfolio? Stupid airlines.

To: Steve168 who wrote (18470)	1/17/2004 12:50:37 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78687

So many stocks mentioned here in past are up now. I could mention a bunch that I followed posters into that they were right about (the rising market makes many heroes), but I guess I'd rather just let these posters comment. Instead, I'll just mention a few stocks (they are mostly not value stocks) that I have that aren't working so well for me now - i.e. that've dropped in price recently - and what I'm doing about it: (in no particular order and not an all-inclusive list) PTR. Lot going on with the company. Stock's come down sharply recently. Several negative stories - downgrades, refinery closure, etc. I've been adding small amounts recently, including today. FCN. Down a bit from recent prices. No news out that I see. I'll continue to hold. GCI. Stock seems unable to hold its high, and has drifted down. I'll hold. TSB. Stock seems in a down channel since October. I see nothing that would be a catalyst to propel the stock higher. There could be business issues or the economy that further negatively affect the stock. I continue to hold a very small exploratory position. BNHN. On my part, the shame/pride ratio is large. Embarrassed to admit I still have a small exploratory position. Not much price improvement since 9/02. I sit with a loss; will try to wait another couple of quarters to see if company performance improves. LENS. Ouch. Ouch. Larger than expected losses. Negative media articles, downgrades. I will try to hold on for a recovery maybe by next year. Drat. If stock drops from current $6.60 to about $5.60, I might add more. That'd be about 2x cash for a company with no ltd. ACAI. I was hoping the merger would go through. Company has a good history, but planning on revamping itself into a point-to-point carrier like Jet Blue. Analysts are not encouraging. I'll hold for a while, hoping there's a base around current price. If no good news is forthcoming, I may sell for short-term capital gains loss. AAPL. Off from recent highs. Stock has been discussed here in some depth, and at least one poster has said he's now taken profits. I'm still holding (only have had a very small exploratory position); haven't made a decision on what I'll do. UTSI. Down from summer peak. Now at $38, it can't seem to stick above $40. Hard company to figure; business subject to many strong outside influences (gov't/technology). Not a value stock. I continue to hold. ABT. Good earnings but lousy forecast apparently. Stock down from highs. Imo, the stock's in that area where it's not a buy and it's not a sell either. CULS. Down a bit from my recent purchase. I call it random fluctuation. If stock continues to drop on no bad news, I'll consider adding to my exploratory position. TSIC. Huge loss announced. I'll continue to hold, but extent and surprise of the loss discourages me from adding to the position. EFX. Stock hasn't done much since Aug '02. Executive changes, writeoffs. This company can be very profitable, with high profit margins. I expect that to resume. I'll hold on. Homebuilders. Sigh. I've added to positions (DHI, SPF) ---------------- Stop.----Too energy draining for me to review any more now -g- finance.yahoo.com