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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (12430)	6/21/2001 3:22:21 PM
From: Bob Rudd	Read Replies (2) of 78525

ALLC/ALD - I was rather concerned that the premium they paid for SDP didn't make sense. Talked to IR and was told essentially that ALLC [now ALD] thought Hillman group was a real gem and would probably polish it up a bit while selling underperforming elements of SDP and end up with something that's worth well more than what they paid...to be sold or spun when market conditions are favorable. They're more familiar with SDP than I could be since they looked at it when the lent money. Looking at the breakout numbers in the SEC doc's indicates they may have a case. Here's ALD and some screw companies for anyone that wants to take a look: quote.yahoo.com The axxess key biz they've folded into Hillman looks good, too. Bottom line: I thought they might be overpaying for crap, but now am somewhat reassured. Still holding.

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