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

To: Joe Dancy who wrote (5841)	1/24/1999 2:29:00 AM
From: Shane M	Read Replies (2) \| Respond to of 78476

Joe, Good article. I appreciate the argumentnts the Lone Star Growth Investor puts out concerning valuations of small caps. FWIW, I've had 60% of my 401K money going into a Russell 2000 Index fund. Hasn't paid off yet, but I have to believe things will eventually balance themselves. Shane

To: Joe Dancy who wrote (5841)	1/25/1999 9:52:00 PM
From: Paul Senior	Read Replies (4) \| Respond to of 78476

Joe Dancy: re: ICO. Joe, thanks for those links. I've been looking around for your book reviews. Now I see where they are. Followed up with one of your recommendations: buying small amount of ICO @ 14 1/16 today. Company does look to be misperceived by investment community. Trading a couple of dollars above tangible bv (from somebody's calculation- not mine), and with possible benefitting merger and increased sales, I think it might work out. But of course, I thought the same about SFLX, and after 18 months, I gave up. Again... I hope you can pick stocks as well as you write about 'em -g-. Paul Senior