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Strategies & Market Trends : Value Investing

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To: LauA who wrote (8652)	10/14/1999 10:21:00 PM
From: James Clarke	Read Replies (1) of 78717

I started accumulating more CMH little by little at 10, adding to the original position I paid about 10 or 11 for three years ago. After saying the stock is a steal for a while, I am now actually putting even more money where my mouth is. This is becoming a big position for me, and is starting to become a significant position for my firm's accounts. Their quarter showed how far and away this company outclasses its industry. I firmly believe the stock is worth at least $15 and have no problem with it going lower from here because I am willing to buy even more. I doubt if you see instant gratification here, but if you want a quick hit, try owning Clayton from December 15 to January 15. I think you make at least 10% on this stock in 30 days. Its heavily retail owned and has shown a big January effect in the past. Their conference call may be available publicly - try c-call.com. Maybe its just available to those with a password. But its worth a listen. USEC - they have the cash to pay the dividend, and all signals I have gotten are that the Board's first priority is to pay that dividend. I'm waiting to see the quarter - I believe they will make the EPS number. What you want to see is a positive resolution of the Russian deal by the end of the year. The company generated $180 million of free cash flow after capital expenditures in the last twelve months. And that was with $100 million of expenditures for AVLIS, which has been cancelled - that expense will probably be more like $25 million this year. And there is a lump of uranium on the balance sheet worth about $400 million that they have just started to liquidate. The market cap is $950 million - actually its less than that, because the company has bought back probably 5% of the shares since the last 10-Q. You do the math. Any thoughts on HealthSouth? JJC

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