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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (6362)3/22/1999 6:04:00 PM
From: Allen Furlan   of 78903
 
Re other beaten sectors. Like AG equipment makers,the fertilizer stocks are very depressed. Best to stay with company that has potash, re Mississippi Chemical(gro) is my favorite.
Also Canadian and oil well service, look at CE Franklin(cfk) for a company with excellent management which should be very competitive when the commodity cycle turns up.
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