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

To: Carmine Cammarosano who wrote (5675)	1/15/1999 11:09:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

Carmine: re. your cryptic post regarding HS. Thought about HS some. I think MI is the better buy, and I started a small position today. HS may have better relative strength and better pe and is bigger (a plus IMO), but MI is below book value, near low for a year (that would mean lousy relative strength?)and has excellent (IMO) relative psr and p/bv figures. Plus Marshall is recognized as one of the top companies on the net for business-to-business transactions. I still own a small amount of ARW (which is somewhat comparable to HS maybe). I like ARW also, but am very hesitant about adding at current price. I'm expecting MI to announce relatively poor earnings -- because ARW did-- and I think MI stock will drop further. But as a value stock, MI's compelling enough IMO to begin a position now. That's all IMO and FWIW, and I've been wrong many, many times before. Paul Senior (aside note: SUNW still rules!)