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Strategies & Market Trends : Value Investing

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To: Investor2 who wrote (16136)	1/20/2003 3:56:01 PM
From: Paul Senior	Read Replies (1) of 78594

I2, revisiting RPM again. What is your opinion on the asbestos issue as regards RPM? I'm still considering my response to you. If we have HAL, SEE, and now HON settling, and lawmakers will be meeting soon to discuss possible limits to lawsuits, maybe we'll be seeing more settlements being announced and more pressure for settlements to be made. If I recall correctly, we discussed RPM as a buy around 8 (it's now around 11); I passed then, but now my interest is piqued again. Their stable brands and steady dividend are attractive. Weren't there lawsuits being filed against RPM for defective house siding or something at that time? Is that behind them, and what's your current opinion on RPM as a buy at current price? In the larger sense, IF asbestos issues are finally being resolved, maybe it's time to prepare a list of stocks that might benefit from settlements or caps on liability. Paul Senior

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