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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (16529)	3/31/2003 4:48:15 PM
From: Paul Senior	Read Replies (1) of 78486

Continuing my walk through the new lows list today, I started a very small position in ANDW. (A cable manufacturer) The company wasn't profitable last year, and might not be this year either. The previous nine years it was profitable though, and in eight of those nine, it had ROE in excess of 10%. IF (that's IF) it could repeat that ROE performance (MAYBE (?) within the next two years), ANDW MIGHT see .90/sh (based on current stated book value of $8.7/sh) and the stock MIGHT sell for MAYBE 12x earnings which is $11/sh. Voila... a double! Assuming all those capitalized conditionals turn out right. -g- quicken.com

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