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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (8117)	9/1/1999 7:45:00 PM
From: Paul Senior	Read Replies (1) of 78842

re: TOY, FTL, FIC ORI Adding to my position in Toys-R-Us. Stock dropping below book value, and psr is at a relative low. May take a year or two for management to get themselves together. I've been in and out of this stock since '95, and I think I might be able to once again hold on to this one for the recovery. Fruit of the Loom. Looks pretty despised on Wall Street. Stock is now below book value and selling at a low (imo) psr. Price itself is at a multiyear low. Another one which might take a year or so to work out. But as long as people wear underwear, I've still got a chance. Adding to my losing position. Fair Isaac. Starting an initial position today. Attractive multiple (imo) given past growth rate. Old Republic (ORI). Pretty easy to spot this one since it's on the new lows list almost every day. I'm still thinking about it. Company has been around a long time. Book value steadily increasing, and as mentioned, stock now below book. Nice low pe. Negatives for me are sluggish management (according to Yahoo), and, I suspect, an investor concern about their exposure to severe hurricane season we seem to be having. fwiw. Paul Senior

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