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

To: Stewart Whitman who wrote (20799)	3/4/2005 9:52:08 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78717

Stewart Whitman: Thanks for this updated list. I'll check out a few new names there. I have the very distinct feeling I either have a story about each of these stocks or I eventually will have. And (sigh) many times that story will be accompanied by regret on my part. So I too will will wince when recalling these names. Such is life I guess. ---- JJZ: Still holding a few shares from when it was called USI. Have sold almost all buys though as stock has risen from depths (2001) CMCSA: Had bought this one as a value play based partly on what I read of value funds and Mr. Simpson's/Mr. Buffett's buying it. I am presuming - and I could be very wrong here- that Mr. Buffett bought CMCSA under $30. If stock drops from current price (about $32.79), to that lower number, and on no adverse news - I will up my small position. (If anybody here does have knowledge of Mr. Buffett's buy price, I'd like to know what that price is.)

To: Stewart Whitman who wrote (20799)	3/7/2005 12:52:52 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

What a mess at ChoicePoint - apparently at least a couple of security breaches at this electronic info. provider. Maybe several thousand people defrauded to some extent. Top guys maybe sold stock when they maybe had non-public knowledge of these troubles. Lawsuits aplenty now. Congressional hearings maybe. I've no knowledge other than the allegations and suspicions and problems listed in the media, but it looks to me like the business is still intact. The stock's come down of course: now it looks like a "relative" "bargain" if I look at possible forward p/e (18-19) vs. its historical p/e's and its current psr (3.8) vs. past five years' averages (>4.3). For what a buyer pays for the stock now, the profit margins (about 15%) are attractive (to me, assuming the business will still be good going forward). I'll start just a very small exploratory position. finance.yahoo.com