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

To: Brendan W who wrote (29508)	12/31/2007 10:19:33 AM
From: Madharry	Respond to of 78523

i joined you on aig. i think they should benefit from some of the debt thats on sale now. i think its a great buy. with respect to brinker-i dont know how big a share chili's is of that co. but i went to chili's recently and thought the food was barely edible. I had been to an applebee's a couple of weeks earlier and would definitely choose applebee's over chili's if I had to choose between the two. applebees was cleaner too.

To: Brendan W who wrote (29508)	12/31/2007 2:05:55 PM
From: Jurgis Bekepuris	Respond to of 78523

Some interesting companies. :) NYT - I own GCI, which may or may not be better value. Same problems and not clear if worth holding... ASFI - yes, attractive assuming you trust the management to know the value of the distressed debt they buy. I may buy this one... AEO - Holding it. IMO great value. BBBY - still watching. A buy IMO.

To: Brendan W who wrote (29508)	1/5/2008 1:15:44 PM
From: Paul Senior	Respond to of 78523

Brendan W. Some attractive ideas in your 12/31 list. I placed a couple on my watch list. I added to [t]ASFI[/t] recently. It seems to me there are so many more stocks trading now at value prices that it's difficult to select from among them. Even for me, who seemingly buys everything. -g-