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

To: anializer who wrote (33245)	1/8/2009 4:13:34 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

RELL. You caught it at a good buy-in price, anializer. Can't fault you for taking profits while the taking is good. Stock is still undervalued by my reckoning. I don't have RELL in my basket, but I do have ARW, AVT, JACO, and NUHC. So far none of these stocks is working out for me, but I have confidence that the sector will revert eventually (if I can only last until then). AVT and ARW are an inexpensive way to play improvement in the downtrodden technology sector. Imo, anyway.

To: anializer who wrote (33245)	3/17/2009 4:22:14 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

Fill for me today on a few shares of RELL. First entry after a couple year absence. I'm still holding shares in several electronic distributors. While these stocks are quite undervalued by my model, so many other stocks are too. I won't add to my distributor positions unless these distributor stcoks fall back to lows. RELL could be a survivor. P/s ratio is very low. If sales hold up, RELL ought to be able to be profitable, I am guessing (and betting --small bet). si.advfn.com^RELL