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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (12359)	4/18/2001 4:10:59 PM
From: Paul Senior	Read Replies (1) of 78730

Adding LENS today to my photographic stocks EK and SNDK. LENS: approx. price: 6.8 Stated bv: 6.2 cash: about $4/sh ltd: about .76/sh Has shown pretty good ROA and ROE numbers,imo. Rapidly increasing sales. Big negative now, imo, could be that they have a main manufacturing facility in China. Also, slowing economy will affect them. Possiblity that some of their new product introductions, already delayed, will not meet sales or profit expectations. When - if - good times are envisioned, this stock will sell for at least 3x cash or twice book (i.e There's a double in there.) That's a maybe, and imo, and I've been wrong many, many times before. Paul S.

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