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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (12854)	1/3/2003 12:14:25 PM
From: Paul Senior	Read Replies (4) of 78565

Wallace Rivers, fwiw, I sold a little TMO today. Company prospects are still good imo, but I want to trim back my position a little. I'm using the proceeds to buy HD which is down today based on it's lowered earnings forecast. I've suspected profit margins weren't sustainable at current rate. I just hope that Don Earl's comments about insiders' dealings with the company and HD's off-balance sheet and GAAP accounting ploys are reflected in the stock. I suspect they are not. And now that the spotlight's on HD, maybe further media reports will be forthcoming about these negative aspects (which would drive the stock even lower, I'd guess). Still, the company is a behemoth with financial resources to open 200 additional stores this year. Perhaps they are not so arrogant that they can't learn from Lowe's and work on their customer service too. biz.yahoo.com aside: Nice move recently in your old pick of CMO. And I can't see anyone calling those dividends skimpy. finance.yahoo.com

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