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

To: David who wrote (20423)	2/8/2005 11:29:24 AM
From: - with a K	Read Replies (3) \| Respond to of 78705

Update: I closed out ANF this morning on the LB downgrade. I had reenterd a few weeks ago; did 10.6% as a ST trade. Still hold retailers AEOS and CHS, purchased around the same time but which are more growth than value plays. Reentered Dale Baker's CIB recently. Yield of 2.7% Merger news, growth and attractive valuations IMO. Posted elsewhere, I've taken a position in BB stock PDGE, a mold and asbestos abatement contractor. I see it as an undiscovered value play (P/S .35, TPE 11.9, ROE 28%)