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

To: Suma who wrote (21119)	4/15/2005 3:40:32 PM
From: Dale Baker	Respond to of 78567

I bought more MTNOY and SCRA today, FWIW.

To: Suma who wrote (21119)	4/15/2005 4:48:42 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78567

I own KO - at a profit, what a novelty;>)! I believe it reports next week, I think there is a good chance it will meet or beat, and trade higher. I could be all wet (and note, like Paul S., I've been wrong many, many times before), but I think we could have a market reversal next week, given the magnitude of the drop this week. I've gotten killed on SYMC, still like it. I think AMAT is a buy at these levels, unfortunately I was a buyer in the 15-16 range. Looking at HDI, probably won't bite. Repurchased FRB today at 18.41 after offing it at 19.62 on March 9 (got a little over a point plus the div.). I think this is a good entry point, this is a "loan participation" floating rate fund, where the div. will float depending on the payout of the underlying credits. It has raised the monthly div. within the last three months. Is trading at a discount to NAV of about 6.5%, which is historically low in its short trading history. I think it was sold off today as people perceive that the Fed will be less aggressive in raising interest rates for the foreseeable future (IMHO a debatable premise). Repurchased CSCO today, think that is a good speculation. All opinions welcome!

To: Suma who wrote (21119)	4/20/2005 10:14:04 AM
From: Rainy_Day_Woman	Read Replies (1) \| Respond to of 78567

bottled water is the fastest growing beverage that's where I'd try and find a value play