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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (16295)1/28/2003 6:42:39 PM
From: Jurgis Bekepuris   of 78669
 
Paul,

Good analysis! :-) The only thing which I assume differently is that I assume 20% ROE on RTRSY. :-) With 40% ROE assumption it is such an incredible buy that I don't even think about it as possible sustainable future ROE. :-)

Jurgis
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