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Strategies & Market Trends : Value Investing

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To: cfimx who wrote (10828)	7/2/2000 4:18:27 PM
From: Paul Senior	Read Replies (1) of 78530

Twister, as I look at it, Wesco (WSC) might now be at a good price for those who want an entry point into a Buffett/Munger stock (assuming WSC stays down tomorrow near where it closed on Friday). I'm looking through my notes to see what I can dig up on WSC. I've never owned it. Always seemed too expensive. I notice you sold WSC to pick up BRK which was then right at its lows. And now you're back into WSC as its dropped to its lows. Several nice moves there on your part. (So far anyway - I'm assuming WSC won't be sharply dropping further on Monday -g-). Paul.

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