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

To: Paul Senior who wrote (19203)	5/10/2004 4:47:53 PM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78595

I like the AMV idea, it seems that the market that company serves would perform well as the economy improves. If the stock can overcome the yield dilemna of a REIT in a rising interest rate environment, it might do well. A similar REIT is FR. I am still a fan of MSFT at these levels. The amount of cash it generates on a daily basis is scary. I've read figures saying that MSFT's cash hoard by year's end will approach $70 billion. I purchased LUV again on Friday. This stock is the category killer, IMHO, in the airline industry. It entered the very large Philly market on Sunday. There is a very good chance that this will result in the demise....again....of US Airways. Southwest killed US Airways when LUV entered Baltimore, I expect LUV to rapidly chip away at US Airways dominant market share in Philly. LUV is also 80% hedged (at $24/barrel) as to fuel needs through 2005. That's a huge competitive advantage versus other airlines, none of whom have such an aggressive hedging policy in place. I've had good luck trading LUV, I think it's a good buy at about $14/sh. Disclaimer: I travel Southwest a lot, and love it, despite the lines, etc.:>) I continue to look at NOK, but have not bought, as yet. Historically, when one buys this high quality, financially sound stock after it has gotten crushed, the patient investor is rewarded.