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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (19387)7/7/2004 1:20:39 AM
From: Spekulatius  Read Replies (2) of 78517
 
Added to my loosing position in ViaB - ViaB trades at the lower end of its historical multiples. Fairly good balance sheet and ad recovery and strong cable channel performance should power results going forward.

FWIW: I bought back a small trading position in AMAT.
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