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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (16246)1/23/2003 7:38:29 AM
From: Bob Rudd  Read Replies (2) of 78667
 
Paul, URS: I recall you once made a very well-timed buy on URS. With the states in a budget crunch and the muni market worried over the dividend bill, the nearterm outlook for URS projects would seem pretty dim. OTOH a road project delayed isn't one 'denied' ...unless folks are willing to put up with potholes big enough to swallow an SUV, those projects will be done...someday. So bad road straight ahead but better times out a bit. I have no position, but am starting to sniff around. What's your current take?
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