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Strategies & Market Trends : Value Investing
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To: 249443 who wrote (14443)5/8/2002 10:58:07 AM
From: Paul Senior  Read Replies (1) of 78717
 
I'm close to buying CEGE as well.

Re Longleaf: I'm monitoring Waste Management (WMI). Any info. you can glean at your Longleaf meeting (they own about 10M sh)would be interesting to me. WMI looks like it's in a business that'll be around, but their financials aren't straightforward (to me). I'd assume that if Longleaf owns, they have no qualms about integrity of management team.

OT: Memphis: I prefer Corky's to Rendezvous, -g-
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