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Strategies & Market Trends : Value Investing
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To: cpabobp who wrote (10783)6/29/2000 6:15:00 PM
From: cpabobp  Read Replies (1) of 78911
 
Bought CAT, CPQ and added to TRN today.

Sold 1/2 of CD.

CAT just seems like too compelling of a value. I might be the only one to see that their business should grow with a slight recovery in the farming industry as well as the strong heavy highway business.

CPQ might be a stretch, but they have used 24 1/2-25 as support before, and quite frankly, as a matter of relativity a much better value than Dell. I'm not convinced that Dell will surpass CPQ in worldwide sales anytime in the next 5 years.

TRN, many have mentioned before. And I just don't see how they can be valued like a private construction company (which typically trades at 4-5 times historical earnings). The most exciting part of TRN's business right now has to be in the aggregates business, look for good things to come.

I was too heavily loaded up on CD at 12 3/8 so thanks Lehman Bros. for the top 10 list! You've helped me diversify a little.
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