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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (12818)	7/17/2001 7:58:46 PM
From: Paul Senior	Read Replies (1) of 78632

I've also started a position in MacDermid: finance.yahoo.com Basic reversion-to-mean stock play, imo. If business conditions return to where they were in several of the past years MRD ought to (imo) recover to its higher p/sales, ROE, p/asset, and profit margin levels of those past years. Stock could be a double within 3-5 years if this happens. Sales have increased yearly since '96 (I only have a 5-year history). (Although ltd has increased substantially over that time period too.) I notice from Yahoo that Ruane, Cunniff and Sequoia are holders.

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