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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (15754)	11/18/2002 2:31:35 PM
From: Bob Rudd	Read Replies (3) of 78659

Sold THC today @18.25 for 14% loss overall. May still be undervalued, but this turned into such a dog's breakfast I just don't want own it. My initial thesis that incidents at Redding and Palm Beach were way overblown...I still believe, but the outlier issue and it's further impact on contracts based on master list prices, the adjustment of prices, these way exceeded anything expected. The CB/CEO sold $113mm in Jan near the highs using the now familiar Sgt Schultz defense 'I knew NOTHING' about this....doesn't lead me to consider him effective or 'shareholder friendly.'

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