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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (4562)	8/1/1998 1:51:00 AM
From: Shane M	of 78673

Paul and thread, Just a heads up on net/nets and near net/nets. Both are profitable. TAIT - at $2.00 today. Approaching a margin of safety discussed a month or two ago. The high inventories here are still a concern. KNTK - has been dropping with the market, is almost at net present value now at 7 3/8. Is particularly interesting in that around 70% of this value is in cash and short term investments. I've owned this one before, and if it falls a little bit more into the 6's I'm getting very interested again. They design and manufacture heavy duty printers (for example: those to print credit card statements, bank statements,etc) and are approaching a crucial product transition phase. Shane

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