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

To: James Clarke who wrote (6610)	4/7/1999 9:59:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78519

Hi Jim: It just seems like I am often in the same sectors as you are and at the same time, but I pick stocks within the sector that differ from your selections ---- and my choices don't seem to do nearly as well. RN vs MO last year, CDX vs. Tejon, some others I can't recall. I'd say with real estate, some consideration must be given to specific business activities and site location. So EIN and JOE mayn't be really comparable. Still, they are both Florida developers, so there is that similarity. Paul