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

To: Paul Senior who wrote (5092)	10/6/1998 11:21:00 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78523

Wow, it's a bloodbath out there. Worst that I can remember. (But my memory isn't that good -g-.) Not too many posts here either. Everybody around here must be in shock. Probably the most sensible thing anybody can do is to lighten positions, maybe start (if not already) some short positions. Certainly just step aside until we hit bottom. After all, every day it seems to get worse no matter what value stocks we own or are looking at. Yeah, that makes the most sense to me. So of course I will ignore that and continue, as I have today, to add to positions I am uncomfortable owning. It's the only way IMO -g-. Added today to CNC, LHO, LEH some others. FWIW. Paul Senior

To: Paul Senior who wrote (5092)	10/6/1998 11:25:00 PM
From: Paul Senior	Respond to of 78523

To: Paul Senior who wrote (5092)	11/15/2004 5:59:35 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78523

Fwiw. Becoming more and more difficult for me to hold on to LHO. Sold a bit today. My first sale since '01. In retrospect, I goofed when I had that same feeling and reduced position in '00 and '01. I'm grateful for the info and support I received here on this one. Thanks, guys!