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Strategies & Market Trends : Value Investing
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To: Scott Mc who wrote (2913)1/4/1998 3:04:00 AM
From: Paul Senior  Read Replies (4) of 78667
 
Scott Mc: nice move on ANET. Still looking at JWC. Can't figure out how they'll sustain their growth. Isn't internet trading going to affect them adversely? Beazer Homes looks too expensive for me. (I've been lightening up from one homebuilding position, and so right now, it's a little harder for me to diversify my way back in.)
Perhaps it's mobile homes that are due for some investigation now? Scott, my main reason for posting is your comment about Noranda. Did you say, The Globe said the to-be-spun-off parts are worth or likely to trade about $24, and NOR itself will possibly/likely trade after the spinoff maybe at 20?? With NOR.To now at 24+ that would indicate a great buying opportunity - IF that Globe analysis were to come about. Are you thinking of buying Noranda? Would you know why there seems to be such a discrepancy among the prices for Noranda on Toronto, Vancouver, and Montreal exchanges? Paul.
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