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Strategies & Market Trends : Value Investing

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To: Marc Fortier who wrote (11592)	4/15/2003 3:24:54 PM
From: Paul Senior	of 78740

I've initiated a very small exploratory position in MAS now. partners.thomsonfn.com MAS has moved up somewhat from recent lows but p/e on expected '03 earnings is still relatively low. I like that p/sales is relatively (compared to previous years) low, and that MAS has relatively decent profit margins. Dodge and Cox, the fund mentioned here favorably, is the largest mutual fund stockholder. I don't like the increasing and large debt and the very possible diminished outlook for home builders and home suppliers. (i.e. MAS in cabinets, plumbing supplies, etc.) Also there's the controlling shareholders (Manoogian family) and CEO Manoogian's very high salary. MAS is a further diversification move for me in the sector. I still have all the home builders and associated companies that I've mentioned that I've bought.

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