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

To: Paul Senior who wrote (6290)	3/13/1999 9:16:00 PM
From: Mike 2.0	Read Replies (2) \| Respond to of 78673

I have made very few new buys. Paralysis by analysis...? My last buy of any significance was MAT at about the price where it is now. The TLC acquisition will be a winner. Bought & will hold. BTW I sold TMO at a loss at 15. All my other stocks I bought some time ago. Here are the stocks I am looking at now: Techs: IT, VSIO (same link I gave you mentioned insider buying...interesting), COGN (18x earnings?), HUMC (beaten up as PCDocs acquisition drew boos), and even AOL. Non-techs: STEI, HOT and different water-related plays like UWR or USFilter, etc. The day someone messaged me as "Mike MOO" was when I wished I had a different SI name :-}