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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (11415)11/6/2000 7:36:00 PM
From: Paul Weiss  Read Replies (2) of 78750
 
Paul--

I took a quick Yahoo profile type of look at your list. Of the three, FDY had the most appeal. I've never looked at the company before, but the product mix is interesting. I plan on taking a more serious look as time permits.

Any idea how much of FDY's business is oriented towards paper making equipment? Having watched the collapse of Harnishfeger (from the sidelines), I'd be curious about how the timber/paper industry troubles have contributed to FDY's woes.

Regards, Paul
Not a logger, but family reunions are full 'o choke setters and whistle petes.
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