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

To: jeffbas who wrote (5113)	10/8/1998 8:26:00 PM
From: dj8000	Respond to of 78525

With NSDAQ down this much today, I found many values in Tech sector. With some of my tech holding down, I some how find myself bought some more today: DELL and CSCO at 42 and NOKIA at 62. These are the names I have been looking for a while. they may go down again near term, but in 1 year, they are good buy to me. Also, my previous pick TRV and MER down another 20% after I bought them(I thought they are bottomed at that time). But they got good review from CNBC today( there is even rumor that Buffet is buying MER). I am considering adding some positions in these again after I pay back some margin balance in my account :) DJ

To: jeffbas who wrote (5113)	10/8/1998 10:33:00 PM
From: Madharry	Read Replies (1) \| Respond to of 78525

I haven't done any research on LHO but I am only interested in companies that have either lots of cash on hand or no debt. How does LHO fit these parameters? In a similar vein does anyone follow CLR? This is a commercial mortgage reit that has gone down form 12 to 2 in about a week. Company management stated they do not comment on market fluctuations. a month ago they announced that the company's share price was attractive relative to a book value of $16 per share as of 8/31/98. I am curious but do not know how to research the present situation, or even what to look out for here. BTW I also added dswlf today so be warned!