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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (2776)	12/15/1997 11:07:00 PM
From: Paul Senior	Read Replies (1) of 78603

"Buns of Steel": re IAD. That's maybe what it takes to sit with stocks in this industry. I still like LTV. Rather than average down at today's low, I've bought Inland (also at a low). Inland holds some interest for me: They've got an apparently very good distribution business; there's an investment firm that's active and wants to see IAD restructure to free up that value; the value ratios look relatively (to past years)good; the business is receiving some airplay - Lukins buyout by BS (that's Bethlehem Steel -g-)and there's that WHX purchase. So maybe a little consolidation. On the other hand.... Lots of bad stuff too. It's steel, it's cyclical, every S.East Asian steel co. will be REALLY exporting now -- probably there's more ugly that I don't know about. But I bet I will see this stock up 50% from where it is now within a couple of years - if I can hold on (and if I am right --which I've not been so far with the past 8 consecutive stocks I've bought). Paul Senior

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