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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (5455)	12/18/1998 12:48:00 AM
From: Madharry	of 78745

I don't know any of these names but northrop so I will have to research. I don't trust the hmo-s because noone in that business really know what their costs are as far as I know. then you have the accounting problems the under reserved problems and the lawsuits-just my general personal opinion. If you understand anything at all about the oil and gas business you might want to take a look at Petsec (PSJ). After drilling very successfully in the Gulf, all of a sudden they drilled three dry holes in a row as a result a big loss this year. However the stock has dropped from about $16 to $1.5. I think this is overkill due to small cap, bad year, bad industry, australian company. I figure sooner or later the weather will get cold, they will hit something, and the stock will increase to a more reasonable level. This is a little bit similar to Jim's CYM play except I just need the weather to get cold. Jim needs a worldwide economic recovery<g>.

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