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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (2995)	1/10/1998 12:34:00 PM
From: studdog	Read Replies (2) of 78731

Nice thread. I am evolving from a momo, growth type investor to a value investor in this market (Many of my previously growth stocks are now value stocks :( ) Looking at book value, PSR, etc., I've found a few that I will throw out for comment if anyone has thoughts: Cypress Semi(CY): fundamentally sound chip maker selling for 1.2 x's book KLA instruments(KLAC): test equipment mfg. book at 2.6 x's (cheap for industry), no debt, better prospects as a test maker HCIA: Med info company with nice prospects but recent losses, selling at .9% of book (my favorite stock right now) Morrow Snowboard(MRRW): Fundamentally sound snowboard mfgr. hurt by industry wide inventory problems. selling at 50%(!!!) of book value. Will be one of the survivors or acquisition candidate in coming consolidation. Cabletron (CS):Pummeled networker selling at 1.74 x's book and 1.5 x's sales. Don't think they are going out of business. (CSCO 12 x's book) Rainforest Cafe(RAIN): A new value play since getting hammered; 1.4x's book, lots of cash, expected growth around 25%, forward PE of 13 Karl

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