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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (1488)	7/5/1997 9:28:00 PM
From: Jeff Maresh	of 78648

Hi Mike - After combing the Barrons roundtable recommendations from last week, Chicago Bridge and Iron (CBI) recommended by Oscar Schafer has gotten my attention. They just spun off of Praxair and have a loss carry forward. This is nice since it reduces the effective tax rate. They are growing internationally at a projected rate of 15%. To assure this, stock options for the big shots doesn't kick in until they earn $6.25/sh cumulatively over 3 years. They design, fabricate and erect steel tanks and plates for petroleum and chemical companies. PSR = 0.41. The projected PE = 12. No trailing PE because they just spun off. Zacks shows 4 Strong buys and 1 moderate buy recommendation. Interested? I downloaded a bunch of stuff from Edgar including the 450+ page prospectus. Regards Jeff

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