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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (15380)9/5/2002 11:18:23 AM
From: Paul Senior  Read Replies (1) of 78486
 
Spekulatius, re. various stocks/funds:

I have heard HQH is a pretty good fund. Don't know anything about it--I'll have to look.

I occasionally look at the oil service stocks. I've had NBR on my watch list. I have a tiny position in TDW. I like its low d/e and that it pays a small dividend. Stock drops a couple of more points, I'll add to my position.

I'll pass on AAUK, CRGN for now: they need more study before I can commit.

I have sold about half of my position in Allstate (ALL) and used funds to buy AZ this am. I have my doubts about how well-run AZ is, but given AZ's history and its size, it seems like it ought to be a survivor. (Although who knows--many giants have fallen, and many more may.) I view ALL similarly, but at current prices, AZ is a better bet, imo.
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