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

To: Madharry who wrote (20188)	12/6/2004 10:24:40 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78530

Madharry. Ah, some stocks from the old days. Sorry I didn't add more to ELN when it was lower. Still holding all my mining stocks too - RIO, PD, SWC, OMG. I don't see a good reason to sell. (But of course, at my age, I don't see that well. -gg-) Added to GTI on Friday. If steel shortages persist, or if steel production keeps at high levels, GTI ought to do okay. (They supply lots of graphite, a necessity for mini-mills.) Or if steel is in shortage (per Nissan), then maybe steel substitute might do okay. So I added to small position in aluminum producer AA on Fri. too. Also, late to the party that I am, I nevertheless entered with a small position in steel stock MUSA.