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

To: Paul Senior who wrote (2491)	11/16/1997 11:59:00 AM
From: Richard Query	Respond to of 78627

Paul Actualy I rarely have more than 5 or 6 sotcks in my portfolio at one time. My picks of the week are more of an exercise then anything else. WHX was at one point 75% of my port. but that is a very rare situation that doesn't come along too offten. A typical holding period for me is in the 2-4 month range so yes I do make a lot of trades over the year. As to why I put the time into so many stocks is simple I like to have a nice shoping list ready for when I sell something. Stocks I'm in or may be buying from a value point are APM we all know about this one SFC ditto BATS trading near book, 10x this years earnings, and 7x next QUIP undervalued and a real posibility for a takeover TK Oil shipping Co that could benifit from the move from asset pricing to earnings SOFT P.E. <8 look's to have broken out of it's base WHX still attractive even though I've taken all my profits Darth