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Strategies & Market Trends : Value Investing

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To: csm who wrote (2462)	11/15/1997 5:51:00 PM
From: Paul Senior	Read Replies (2) of 78627

C. Stuart McNair: re BLDG. Yes, stock may be undervalued. It was recommended in Better Investing Mag. 7/97 at 32. Now at 35. Also, Charles Allmon recommended it because of consistent growth, large ROE, little debt, insider ownership. Still, IMO it is in a cyclical business (although the up cycle does seem very long now --g--). Its competitors - Butler Mfg and American Building (BBR and ABCO) also look inexpensive (pe and roe compared to market). Why is BLDG the buy in this industry, and why do you think this company represents a Buffett stock? (I see it as good management in a mediocre or cyclical business--wouldn't this dissuade Mr Buffett?) Still, stock is worth a look by value investors IMO. Paul Senior

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