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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject5/30/2001 3:26:15 PM
From: Don Earl  Read Replies (3) of 78549
 
I think SCNT is worth a look at these levels. Lots of cash and no debt. Earnings in the sector are still soft, so it's still a bet on a turnaround in capital spending in the second half. Trading at less than 1/2 cash per share, it might be worth consideration as a net net play.
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