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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (8685)10/19/1999 12:23:00 PM
From: James Clarke  Read Replies (2) of 78644
 
CAN looked reasonably attractive, but I have little interest in owning beverage can manufacturers. I made decent money on US Can, but there's enough good businesses out there trading at cheap prices not to mess around with can companies. Just my opinion.

Two superb industrial companies have gotten taken out and shot in the last 24 hours. Eaton (ETN) and Dana (DCN). Both, especially Dana, look pretty attractive to me at these levels, not that they can't go down further in this "if it disappoints, dump it" market.

JJC
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