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

To: sjemmeri who wrote (19533)	8/12/2004 12:54:33 PM
From: Paul Senior	Respond to of 78717

Steven J Emmerich, re: COSN. fwiw, I have been adding to my small position.

To: sjemmeri who wrote (19533)	8/12/2004 3:34:05 PM
From: James Clarke	1 Recommendation Read Replies (3) \| Respond to of 78717

ANF is trading at approximately 10 times free cash flow adjusting for the $6 of cash that has piled up on the balance sheet. Buying back what I had sold in the mid-high 30s.

To: sjemmeri who wrote (19533)	8/13/2004 10:31:49 AM
From: Grommit	Respond to of 78717

How about another adjustment for ACAS dividends since you "bought" it? You show a cost of $28.24 per share. On 12-31 it was $29.73. less dividends paid (per ex date) 12-31 0.06 2-24 .70 5-2x .70 8-16 .72 adjusted price is now $27.55 cost should now be $2,755. at $30.85 today, it's 12% gain. thanks

To: sjemmeri who wrote (19533)	9/7/2004 9:14:48 AM
From: sjemmeri	Read Replies (2) \| Respond to of 78717

It's been a while since I updated on the portfolios so here goes: 'Safe' is +2.4 % beating all indices and 'double' which is now -3.0 %. The major indices: DJIA -1.9 % Nasdaq -7.9 % S&P 500 0.2 % Russell 2000 -0.1 % siliconinvestor.com siliconinvestor.com steve

To: sjemmeri who wrote (19533)	1/9/2005 5:01:17 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78717

COSN: What the heck?? COSN has a market cap of $28.09M per Yahoo. ($2.74/sh) COSN had no debt and $33.62M in cash a/o 10/28/04. ($3.28/sh) Friday COSN agrees to a buyout offer from Tut Systems for $27M (in TUTS shares). I hate when something like this happens. Perhaps a good size misjudgment/oversight on my part as to what the off-book liabilities are. I intend to get a legal opinion about this deal - on the surface, it seems crazy for stockholders, maybe especially small ones who aren't insiders.