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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (7700)	7/29/1999 6:52:00 PM
From: Bob Rudd	Read Replies (2) of 78783

WMI, Got back in @26 today. Had bought and sold around 34 figuring more bad news to come. Got it today. I think Rod Hills, former SEC head and lead guy on the board's audit committee is going clean the game up. Sentiment is ugly, analysts are pissed and there's not gonna be firm guidance till 8/16. I listend to CC and placed a small initial bet. The industry quote.yahoo.com Other changes: Prior to recent trip to Switzerland, sold USG @58 for 10 point gain..still think it's undervalued but concerned about selloff despite good numbers Also Sold Lumi for 20% gain when they announced a net strategy that didn't make sense to me.

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