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Strategies & Market Trends : Value Investing

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To: - with a K who wrote (14413)	5/1/2002 1:51:00 PM
From: Paul Senior	Read Replies (3) of 78594

- with a K, if you have gone for TYC, maybe you'll be interested in 'conglomerate' Liberty Mutual (L). Possibly undervalued according to "Barker Portfolio" column in current issue of Business Week. What might be significant (not the Barker guy's opinions -g-) is how many professional value investors are in L and betting on Mr. Malone. I see Marty Whitman, Leon Cooperman, Bill Nygren (according to Mr. Barker), Wallace Weitz, Sound Shore, and Glickenhaus, just to name a few. An exceptional number in total in my opinion (even considering that L's large cap. can accommodate a large number of institutional buyers). What might be more significant to potential buyers now though is that these value people have all been wrong so far (i.e. the stock has declined). This might indicate something important - what I don't know -g-. (I assume these folks bought mostly within the last three years and they've held their positions, and I assume they didn't just scoop up their position around the $9.75 low on 9/21/02.) Paul Senior I've started nibbling today @ $10.60 area.

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