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

To: Paul Senior who wrote (3963)	5/1/1998 9:41:00 AM
From: Wright Sullivan	Read Replies (1) \| Respond to of 78470

Paul- Uh, yeah, kinda figured that was the response I'd get, showing up at the value party with a growth date. Next time I'll try to bring one from the right side of the tracks. On a value note, CNSO (Conso Products Co.) is a local stock I bought six months ago which received a good writeup in Barron's a couple weeks ago as a great value candidate. It is quickly falling back from its "Barrons bounce", so in a few more weeks you may be able to pick it up for around 7.5 to 8 again (went to 11, now below 9). I'll do a decent posting on CNSO if it falls back to el cheapo land. -Wright

To: Paul Senior who wrote (3963)	5/4/1998 10:55:00 AM
From: judge	Read Replies (1) \| Respond to of 78470

Paul, I agree with Wright S. Based on future earnings Chkpf is undervalued. Many value investors don't see the future growth numbers as value but they see future growth as risk and uncertainty. It goes back to the risk to reward scenerio. Usually the higher the risk the higher the return.. In the long run.. I said a couple months ago when AOL was at 115 pre split that they were a great value and a lot of the risk had been taken out of the stock.. 15 million customers basically investors hadn't priced in the value of brand equity.. I agree with your quote.. B?C what I see as value is different than your ordinary value investor.. I guess the more I think about it, I'm more of a growth/value investor.. best returns j heres one ATML- true value stock..