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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (13120)	9/26/2001 5:03:46 PM
From: Brendan W	Read Replies (4) of 78507

Bought IPG, DCLK, SWY. Interpublic Group (one of the three largest advertising firms--ticker IPG)... trading for around 15x next year's earnings and at a five year low. Senior debt rated a3 by Moodys. Discussed by others on this thread. Doubleclick (DCLK). The largest internet advertising company. The company has $3.84 in trailing revenues per share and $3.26 in surplus cash per share. It is not cash flowing currently, but I think they could make it cash flow if management thought it was prudent. Stock price is in the $5s. Safeway (SWY). The best grocery chain with the best track record. Selling for around 13x next year's earnings.

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