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Strategies & Market Trends : Value Investing

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To: Gary105 who wrote (9830)	2/1/2000 10:21:00 AM
From: jeffbas	Read Replies (2) of 78748

Do not know ATEA. I do not have any "key" value plays right now. Of the stocks I own, EBSC is the cheapest, but has been a disappointment. The second cheapest is semiconductor distributor SEMI, which in my opinion will report close to 30 cents for Q4 and a 50 cent quarter sometime in 2000. But the stock is very thin and dangerously volatile. I have mentioned SEMI here before at a lower price. On my watch list (do not own) are home related/interest sensitive CTX and CMH. Also GAC.TO, but not for a while. They made some acquisitions that they are amortizing good will on over stunningly short periods, killing current earnings. My guess is that it is another quarter or two before the impact on current earnings is fully discounted in the price of the stock - so I have not done much due diligence yet. I also find HRC interesting. I have done some work on GCS Class B, which is cheap, but always cheap because of insider stakes/control. I watch software provider PMS (drop in price). MAT might also be interesting at some point.

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