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

To: Spekulatius who wrote (21914)	8/17/2005 9:54:05 AM
From: gizwick	Read Replies (1) \| Respond to of 78704

Travel stocks are too risky, IMHO, in this environment. High fuel costs eventually passed on to consumers and terrorism means less travel and thus less profit for travel related businesses. The risk/reward is not there at present. Combine that with the economy sputtering and you may have a recipe for disaster. JMHO As Paul says: "I have been wrong many times before".

To: Spekulatius who wrote (21914)	8/24/2005 3:29:43 PM
From: Jurgis Bekepuris	Respond to of 78704

I bought a very minor position in EXPE. This is NOT a value investment though: I did not do a DD on the skimpy material available post spin-off. I bought it mostly because I have used EXPE site and I consider it to be one of the best organized sites on the web, incredibly good in servicing customers and attracting their attention. I think Expedia.com and Amazon.com are two great examples of how to set up e-commerce sites. I may add to this position if stock craters and/or some concrete valuation numbers become available and they are attractive. Not value but travel Jurgis

To: Spekulatius who wrote (21914)	10/5/2005 10:11:23 PM
From: Madharry	Respond to of 78704

what have you found out? I nibbled on expe yesterday