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Strategies & Market Trends : Value Investing

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To: Count de Monie who wrote (3698)	3/31/1998 2:23:00 PM
From: Kent J. Davis	Read Replies (1) of 78523

Ron, I am new here but let me render an opinion on TSEMF using what I call inversion theory. TSEMF at 81% of book, with lots of cash, and little or no debt is a great value. However, these conditions will not necessarily lead to immediate profits. If you buy now you must endure significant operating losses and massive restructuring. I would think that this stock will drop into the 38-50% of book range( perhaps it will turn earlier) but ,I would put this one on my radar screen, verify all essential data and wait for that buying range. Note: when the time comes, the negative news background will make it really difficult to buy. But that's where a systems approach is needed. Kent

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