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

To: Walter in HK who wrote (6662)	4/10/1999 7:39:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78592

Hi Walter in HK. Well, your posts are most interesting to me. Especially as I had looked at some of the stocks you've had good success with. UC was the stock miss of the year for me after Biophal. My recollection was all analysts were negative. Bankruptcy was talked about (media). But I figured even if 10,000 people died and UC had to pay off the families or gov't... amt. would not be enough to wipe out UC at then current price. Shouda, coulda, but didnt buy. No courage of convictions. SUNW. I'm still selling down my position. Buyer since '95. On the SUNW SI thread, poster was putting his kids through college by trading ups/downs. Very successful seems. I've tried it too. Profitable, but not risking enough to make it worthwhile. For me, at some point, too risky to just have faith and believe that Scott Mc will bring co. to even higher level. PE so high, technology changes too fast, other things beckon. VISX: WOW! WOW! Some move there in past few months on this favorite of yours. I looked at, and missed (sigh) Magna years ago when it was lower. I have always found it odd - (and thus difficult to invest) - that some supplier companies have higher pe's (evaluations)than their customers. Magma vs. BigThree; now also FLEX, others vs. HP/Oracle others. And sorry for me to say, but it's always been the wrong way to look at these supplier companies. Walter, in the same vein as Magna,I'm looking at Meritor (MRA)- Do you follow it? Paul Senior ps. responding to earlier post to me: re: Value Line (expanded ed.): I don't use VL anymore- various internet sites are okay substitutes. re: CTZ, that Alleghany (Kirby) owns a third is overall a negative -- keeping CTZ from being totally independent. re: CTZ being influenced by mortgage transactions -- that's okay with me. We'll have transactions in good times and bad. After bad times CTX will still be around (I hope -g-)