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

To: Bill Zeman who wrote (5948)	2/6/1999 1:41:00 AM
From: jeffbas	Read Replies (5) \| Respond to of 78451

Your posts have been very interesting to me as you might guess from my earlier response. Are there any small cap oil sector leaders that have strong balance sheets that you see as survivors, that you would have on a short watch list at (possibly much) lower prices. That is where you will eventually find the future 10-bagger, not in the large cap ones.

To: Bill Zeman who wrote (5948)	2/6/1999 6:57:00 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78451

Bill, how about posting something on IDTC here? You brought it to my attention: I like it VERY much, and I bought it. IDTC, with a bunch of cash and selling at 1.5x book value and maybe being both a telephony and internet play... this one is a VERY good choice IMO for actual "investors" who would like to broaden their scope of choices to "popular" areas. That cash and that bv, IMO (and I've been wrong many, many times before) provide a margin of safety that offsets, somewhat, the risk in owning such a stock. Paul Senior