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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (9640)	1/13/2000 11:46:00 PM
From: Ron Bower	Read Replies (2) of 78667

Paul, " right now I'm a little put off about clothing stocks (and airline stocks)" I agree on the clothing, but I'm wondering why you are put off on 'airline' MAIR and FRNT look oversold to me. I didn't take a large position, but I considered MAIR to be a good addition. They are strong financially with around $4.50/s cash with no debt and they've consistently shown high growth in revs and earnings. They don't get involved in fare wars because they serve almost captive markets. (Armin has had poor experience, but I've taken many uneventful flights with them.) TIA, Ron

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