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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (20180)12/6/2004 9:06:08 PM
From: Madharry  Read Replies (1) of 78530
 
Paul FWIW what stopped me from buying AUO is that i read somewhere that the industry is such that they would just have to keep increasing their capital expenditures to stay competitive, and the capital expenditures dwarf the profits. then 5 years down the road they hope to reap the benefits of all those capital expenditures they plan on making. that just scared me off the stock. But then i was afraid to buy ELN too.
OT most of my mining stocks are tanking today and I cant figure out why. Perhaps Mr. Market know something I dont?
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