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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	2/6/2004 8:49:11 PM
From: Paul Senior	Read Replies (1) of 78682

Here are some recent media articles about forgotten stocks that have been discussed here before that I am still interested in: Positive article on Sherwin Williams (which is on my watch list): biz.yahoo.com Positive article on ANF (not a forgotten stock for several of us!) yahoo.smartmoney.com Buyback Letter recommends WM (another stock that's not forgotten) forbes.com Nice earnings announcement from RNR: biz.yahoo.com "James N. Stanard, Chairman and CEO, commented: "Renaissance delivered another year of outstanding financial results in 2003, our tenth full year in business, with an operating return on equity of 29%. To my knowledge, we have had the best operating return on equity in the property/casualty business over the last ten years."". Forward p/e ('04) may be about 8-9. Borgata casino comes through for BOYD. biz.yahoo.com The Fools now suggest it is or was a value stock and might become a growth stock. A little late now imo (as I've posted). The stock could move up from here (or not); in any case the stock has already risen several fold on Borgata expectations. NWPX gets an order: biz.yahoo.com 2/6/4 Whitney Tilson article: recommends DLM & LH (I own both) and WPO. Does not like RDN and ABK (both of which I own also) or XL or others in credit-default risk business: fool.com Justice Dept. to investigate FDC: biz.yahoo.com ANAT announces 2003 net income: biz.yahoo.com I continue to bet that one day the stock price/sh. will hit the book value/sh. figure. Uh oh. Bear flag pattern on Lehman. I guess I should be scared based on what somebody sees as "disturbing signals" and the consequences "envisioned" from that: forbes.com

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