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

To: David G who wrote (4096)	5/18/1998 10:02:00 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78523

Thanks for that info on ARW. I'm still watching. Also TAIT. I like to buy these distributors at bv. Not expecting any such opportunity with ARW though -g-. Two things not right with TAIT that I can see: (There's always something!) It's very small, and their average selling price has decreased 16%. That certainly doesn't sound so good for someone who's counting on a book value figure (or net-net). TAIT is at 2.75. If it were to drop to maybe 2.375 again, I'd probably like to buy some with an intention that the stock would eventually get back up at least to it's book value(now at 3.78). I'd want that shot at making 50% in 2 years. On ARW, I'll wait to see if it's going to test its lows. Paul Senior