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

To: Paul Senior who wrote (5409)	12/11/1998 10:00:00 AM
From: Andrew	Read Replies (1) \| Respond to of 78742

paul, like you my only investments are value plays and also sold when fully valued. What I meant was of all the different types of value plays, the ones we have had best irr on always seem to be those that unlock into growth stories and we sell to others who take them to even higher levels. our best ones seem to be where we actually leave the most on the table. the other plays like PSO (which I still own james) really never convert into growth story and, while i make good money and good irr, never get to or take forever to become fully valued. thus I hold too long and reduce IRR albeit the investment was always more defensive/conservative due to its perpetual undervaluation. how about you?

To: Paul Senior who wrote (5409)	12/11/1998 5:35:00 PM
From: James Clarke	Read Replies (4) \| Respond to of 78742

Today felt ominously like July. The S&P 500 closed higher, but virtually every stock I follow was down, some quite significantly. Are others seeing the same thing? Jim

To: Paul Senior who wrote (5409)	12/18/1998 6:14:00 PM
From: Andrew	Read Replies (1) \| Respond to of 78742

was at crg and rdge annual meetings and heard plans for fairly aggressive screen count growth (off small base) in all three of its niches, in addition to the city cinema purchase in nyc, in australia they are adding another 50 screens to their 21 screen base in that country. they have many more screens coming on- line there in 2000. asset play converting into operating cash flow/earnings play. check out sept 10-Q in footnotes where they talk of purchase/building commitments.