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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (10849)	7/3/2000 4:02:31 PM
From: Paul Senior	Read Replies (1) of 78497

Did not get WSC today. Maybe I'll have to be more alert 6/30/01. Still looking at EFII. Pop in EFII today possibly a Barron's effect. (Stock was mentioned very favorably in latest issue.) Starting to sell some American Home Products (AHP). Starting to buy Dow dog International Paper. Beat down, and likely recession prone, IP is one of the world's largest private land owners. At some point it's got to be a value stock. Where is that point? Also starting to buy Regal Beloit (RBC). A typical, small-cap, heartland industrial 'old economy' company which garners little interest in the market (trading near its lows). Sales and bv have doubled since '94, but ROE, ROA have come down in spite of increased debt levels. (Debt increased since '94, but has been dropping in past couple of years.) I have that it's trading 7x Fcf/sh. IF they can get profit margins back up to previous years' levels or IF pe reverts to previous average, there's a 50% gain in the stock. Those are IFs IMO. stocksheet.com Paul, who has been wrong many, many times. Happy July 4th holiday to all USA people!

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