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

To: Paul Senior who wrote (27344)	7/19/2007 4:17:27 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78742

HERO. In for a few shares now. Forward p/e is attractive- if Yahoo estimates prove to be correct. (And they may not be.) finance.yahoo.com

To: Paul Senior who wrote (27344)	7/19/2007 5:45:56 PM
From: MCsweet	Read Replies (1) \| Respond to of 78742

ABIX and PLUS, ABIX --- I have been lightening too for same reasons, but perhaps I should lighten more. Either way, whatever I sell seem recently keeps doing well. PLUS looks like an interesting situation --- one might be able to buy some stock cheap on the delisting tomorrow, but maybe the stock deserves to be down on management not being competent enough to put out in financials in over a year (along with stock option trouble, etc) I definitely don't think fundamentally PLUS should be $2.00 cheaper today than it was yesterday --- I just don't know whether it was too expensive yesterday or is too cheap right now. It is in the AAII shadow portfolio, which has been similar to my portfolio at times (book value is one of their main screen items). Best, MC