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


To: Stewart Whitman who wrote (20749)3/3/2005 5:53:39 PM
From: Paul Senior  Respond to of 78748
 
Stew Whitman, thanks for this study. A very good indicator and starting point in seeking "value-ish" stocks. I'll keep a printout for reference.
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I continue to add occasionally to some of the holdings I have on that list. I like HD under $40 now, and I have added a little bit more to my position today.



To: Stewart Whitman who wrote (20749)3/4/2005 3:06:46 PM
From: Grommit  Read Replies (1) | Respond to of 78748
 
JPM. HD. BEC.

You list caused me to buy some JPM, which i was watching for awhile.

I bought some of HD, after Paul mentioned it. It looks real good to me. Good ratios. Nice valuation.

Repurchased BEC, after not owning it for a few months. A little on the higher range of P/E than I normally like.

I like HORC, but not at this price. I did not find it soon enough. :o(

Sold more housing. Maybe sold half so far.

grommit