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Strategies & Market Trends : Value Investing
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To: Mark Adams who wrote (15574)10/18/2002 11:16:23 PM
From: Paul Senior  Read Replies (1) of 78717
 
Mark Adams: re: MLI. Thanks for your concise opinion. I find I agree with it.

fwiw:

After considering MLI more, I decided that I can't foresee the effect of a construction slowdown on MLI, but MLI's strong balance sheet might help see them through to better times. And while MLI is not an uncommon value, from their past decade's performance and their current financials, I do see MLI as a value. I decided good enough of a value that it fits what I'm looking for. So I started an exploratory position today.

Paul Senior
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