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

To: Spekulatius who wrote (19135)	4/27/2004 4:27:03 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78634

ABFS now looks to me to be a better value than OVNT. I sold 60% of my OVNT position today and took an exploratory position in ABFS. Attractive aspects of ABFS (to me): Relatively high operating margins. (Very dangerous and perhaps inaccurate too, to compare truck stocks to each other though, because trucking market is not a homogeneous sector.) Relatively low d/e. Reasonable p/e (relative to the market) Interesting list of institutional holders (per Yahoo info.)

To: Spekulatius who wrote (19135)	4/30/2004 4:13:15 PM
From: Spekulatius	Respond to of 78634

Portfolio update: Bought more TRO @8.55 and TMB @31$, and bought back a starter position of STHLY@ 18.25$. I also bought trading positions in IFX@13$ and AMAT 18.25$, as those semiconductor stocks have been sold of hard. Some of those buys were limits automatically triggered as i have been out for the entire week wo computer. This has been a nasty week in the market but (maybe) a good time for investors to buy back into the market.