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

To: Paul Senior who wrote (4368)	7/1/1998 9:11:00 AM
From: 18acastra	Respond to of 78715

hopefully the ideas work out for both of us eventually. good luck.

To: Paul Senior who wrote (4368)	7/1/1998 10:32:00 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78715

Re: Housing industry: The rising market seems also to be lifting housing stocks again. The ones I am looking at all seem too expensive for me. I am STILL considering buying BZH, discussed here several times, now also near its high. (And I'll probably still be thinking about it, after it's moved up another 10 points -g-) I have recently sold my position in CAV (A supplier to mobile home manufacturers-- I think both CAV & BZH were brought to the thread by Scott Mc.); I am putting some proceeds into a microcap: Catalina Lighting (LTG). The company is seeing some difficulty -- I think they are primarily short term problems - and I expect the stock (I bought at 3.625) to recover and eventually trade at book value (5.8) -- it often trades between 5 and 6. IMO it will do this again because it should also be able to participate in the house building/furnishing boom. (That 'should be able to' is of course, just in my opinion, although I note that some insiders are buyers at this level.) FWIW, Paul