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Strategies & Market Trends : Value Investing

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To: - with a K who wrote (18023)	11/7/2003 12:48:11 PM
From: Grommit	Read Replies (2) of 78450

BEL - Bennet looks like a good pick to me. I'm looking into it some more, but bought some while I do, because it looks like the dip is temporary. (Your company financial numbers seem to be CAN$, but your stcok price looks like US$... Am I right?) The expansion plans and inventory position (backlog) are quite impressive. They made US$0.28 in the qtr and with the capacity coming online with backlog growing, it looks like they could be using the new capacity quite profitably. So maybe over $1.10+ US$ base plus expansion profitability. You say the conf call said "the Quebec plant could add $1-2 EPS". So maybe $2.00 US$ EPS? Is that your thinking? US$ stock price $17.32. thanks, grommit

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