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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (12272)	5/3/2001 4:13:17 PM
From: Paul Senior	Read Replies (3) of 78734

Bob Rudd, Dale Baker: Nice move in AREM since your posts here. I've started a small position this afternoon based on the positive outlook that is expected to continue for AREM and their apparently successful business model. I really don't like stepping up to these things, but since April earnings were positive, they've got new contract wins, there are some interesting institutional holders whom I now notice, and the stock's come 'round in the positive market. Oh the stock market - only place in the world wherein after something doubles (or in this case goes up 50%), people THEN buy it because THEN they believe they're getting a bargain. And it looks like I'm one of those very people. Arghh. If either of you guys still consider AREM a 'value' stock (I'm not sure that I do, but it surely looks pretty "GARP"y to me), and if there are no thread objections, and if you guys say you still have AREM positions, then I'll add AREM to this thread's list of stocks at today's higher price of $15.24 (my price). That'd make the criteria of three thread posters who've posted here that they've bought the stock. Paul Senior

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