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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (25306)6/5/2007 5:01:13 PM
From: Bill Wexler  Read Replies (3) of 78748
 
I read your comments about ABY and have begun looking at the stock (as well as buying it) myself. Paper remains in the doldrums, but the ABY - BOW merger makes sense and raises some interesting possibilities considering the new entity would be in far better shape balance-sheet-wise. In any case, I believe that we are at - if not beyond - the point of maximum pessimism.

Also picked up some POP. A bit more speculative and dangerous, but would be huge if the next industry up cycle is even more dramatic than I anticipate.
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