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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (3021)	1/14/1998 4:23:00 AM
From: Gary105	Read Replies (1) of 78625

Best way to emulate Buffet is by owning Buffets company - BRKB or BRKA- its my largest holding. What many fail to realize is that, despite its core holdings, its an actively managed portfolio with new acquisitions every year - it also does some trading to enhance its returns. Speaking of value, one of my holdings is tanking now to the point where I see value. RADAF makes electronic games and has just finished its busiest Q - so I see seasonality in play. Currently selling at trailing p/e of 10. Difficult to say for sure what forward p/e is but I've heard whispers of well over $2/share (some as high as $3/share for '98) so forward p/e (given current price of $13) is about 5 or 6. Earnings have been growing triple digits when compared with year earlier Qs and trend is likely to continue for next 2 or 3 Qs. all imo, Gary

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