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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (4210)	6/7/1998 4:38:00 PM
From: Allen Furlan	Read Replies (1) of 78568

Re value and semiconductor equipment companies. At least one pro, Martin Whitman of Third Avenue Value fund, agrees with you. The lead article in the June 7 Washington Post business section comments that Whitman is a well known value investor. Whitman cites equipment stocks as one place to be and he currently has 11 such companies in his portofolio headed by fsii,esio,and svgi. The article is entitled Value Hunter Bets on Japanese Stocks and comments on how Whitman believes that many small banks in Japan are significantly undervalued even given the current turmoil. Tokio Marine and Fire is cited as a larger value play. I personally like ADE corp (adex) as a depressed niche player with a price near book and competent management. Good luck

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