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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (4371)	7/4/1998 11:56:00 PM
From: Scott Mc	of 78744

Paul, re housing/home building... BZH:Yes brought BZH to the thread some time ago, still looks cheap, however I own the convertible and shorted some stock(20%)against it last week. They have said they will call the convert in Sept so will probably be reducing/eliminating my position this fall. EAGL:Also mentioned Eagle hardware(EAGL) which had a good move last couple of weeks from ARO $17 to $24, this is another one where I own the convert and have shorted against it(30%). Based on the still low valuation of EAGL, I could be out of it as well if the debenture gets called(needs to trade above $27 for 30 days,closed at 24). HBI:I mentioned HBI(Homebase) a few times, traded it a couple months back but looks real real cheap,I may buy it again as any positives should really move it. Scott

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