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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (7518)	6/10/1999 12:44:00 AM
From: James Clarke	Read Replies (1) of 78666

OK, 16%. I didn't have the numbers in front of me when I was writing last night, but 16 or 17 - who cares - I think the average is 16.7 or something like that? The P/E is 11. Champion is very attractive too - I agree with Mike there (imagine that - Mike and I agreeing with each other) And if that ROE is less than the industry average, which I do not agree it is, doesn't that tell you something? Well, you know it, you own Champion. And as for Clayton's debt level, your post implied that ROE is coming from leverage. The capital structure of this company is extremely conservative in my opinion. That's one of the reasons I own it. Also, the USEC announcement today was huge. I consider it positive in a big way. The market may consider it negative. Watch this stock tomorrow. It will probably trade in a 2 point range one way or the other. I would pay $15 for it now if I had to. I don't think I will have to. JJC

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