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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (17947)	10/29/2003 7:38:14 PM
From: Sergio H	Read Replies (1) of 78469

Paul, PAL took off to new highs in tandem with other metal plays. There were news stories today on gold's strengh vs the dollar's weakness and shortages in copper and nickel that sparked the metal rally. Palladium prices are still at relative historical lows and therefore have a potential for price growth if the rally continues, but Palladium's price advantage over Platinum should continue to benefit Palladium miners On another topic, I doubled my position on CRV. This is a small cap in the motor home niche with improving numbers. They're generating cash and buying back shares. There's a yahoo post about an exclusive deal with Wells Fargo that hasn't been announced. This could be a kicker if true, but what I like most about this stock is the improving balance sheet. Quarterly earnings for CRV are coming up.

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