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To: jgideon who wrote (459)2/3/1998 1:11:00 PM
From: Dale BakerRespond to of 118717
 
You hit on the problems mentioned on the TMBS thread. Great products in construction and property management, but only those with no breadth.

If they keep turning in good quarters, I hope (hate that word) to see a price rise to the high teens. I bought for an earnings bounce after making two points with ATLPA not long ago. Now there is the possibility of a buyout; though I don't know the industry well enough to guess who might do it.

Good discussion on the NT Software thread, too. Back up 1/4 at the moment so the selling looks to be done. I figure it can't go wrong with earnings out already. Better to hold on good value than take a needless loss.

After a bummer day yesterday, my longs are up and my shorts are down today (just love that phrase). Hoping - there I go again - that this situation holds up. I won't be awake for the last couple of hours on the market.

Have any other good value plays on the back burner right now?