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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (16971)5/5/2003 11:13:58 AM
From: Sergio H  Read Replies (1) of 78596
 
Paul, I've been following FDP for a while and expect a recovery in the price when the muck clears. They reported earnings last week way above expectations even after taking out the insurance payments.

I recently began a position in GEG. The stock is cheap and they're in a sector that stands to benefit directly from any recovery in our economy if one is in the making. The stock has been moving up perhaps due to the huge short position that seems to be in the process of covering.

Also took a position today in AVCI. This stock is selling below cash but still bleeding. I like the prospects for its sector. It may get a push from CSCO reporting tomorrow or if AT&T who is their largest customer merges with Bell South.
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