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


To: Robert Hoefer who wrote (6252)3/9/1999 11:34:00 AM
From: Paul Senior  Read Replies (1) | Respond to of 78481
 
Robert Hoefer: re: RJR. Holding my position. May add more, but I need some time to think about the details of the split up. I'm guessing a year from now both companies may trade higher than RJR now.
I defer to the experts here on this deal.

Paul.



To: Robert Hoefer who wrote (6252)3/17/1999 11:02:00 PM
From: Paul Senior  Read Replies (1) | Respond to of 78481
 
Hi Robert, re: RJR. Decided to take profits and move on. Too hard for me to figure the implications of separation into two stocks. I think value is much higher than market is awarding the price now, but I'm also thinking I can find better investments (investments I'm more comfortable with anyway) than RJR. (And that is usually a sign for me that I should be sticking with RJR -g-.)

Come-clean point: Wife is also now asking that I consider withdrawing from tobacco stocks. And at some point we men folk want to give the appearance that we're listening to our wimmen, right? -g-
(It is a factor for me in the decision)

regards, Paul.