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

To: Jurgis Bekepuris who wrote (27179)	6/29/2007 11:46:22 AM
From: Paul Senior	Respond to of 78753

TLB. Thanks for mentioning TLB today (and before) and sharing your reasoning for selling now. It seems reasonable to me. So, just as I followed you in, now I'll follow you out. (I'll hold back a few shares though to see if I want to keep a stub.) For a retailer stock, TLB has delivered, imo, an unusually quick and significant percentage stock gain in just under two months. finance.yahoo.com Congrats.

To: Jurgis Bekepuris who wrote (27179)	6/29/2007 1:26:27 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78753

I decided to buy an initial position in NUTR. It is tough to judge the company's competitive standing. They seem to be doing OK, but not great. The valuation is also OK, but not superattractive. Dangers are always more FDA (or other)regulation for the supplements and vitamins, competition from other companies, commoditization, etc. I decided to put my toe in and see what happens. For an example of a company that I could not understand ultimately, take a look at FDP. I bought it and sold for a wash and missed the recovery. It is amazing and unexpected how it recovered in a single quarter.