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

To: James Clarke who wrote (5678)	1/10/1999 11:56:00 AM
From: Terry Maynard	Read Replies (1) \| Respond to of 78742

Amazon vs. Wal*Mart - interesting perspective: Message 7198094

To: James Clarke who wrote (5678)	1/11/1999 1:19:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78742

<<Now I have a small enough bet that I can sleep even if the damned thing doubles again>> That's the key..we know we're right, it's just a question of when the thing turns. When it does, this may be over pretty quick [Look at chart of Presstek PRST going back 2 years when it hit 200..it's now 5] Good call on the metals...Is that a trading or longer term value position? BTW: Have you looked at ETT in the REIT category. 13% dividend, good coverage according to Merrill report. Risk is dependency on GHV...there's some good comments on the Yahoo GHV board regarding ETT Bob