Graham and Doddsville -- Value Investing In The New Era Message Board

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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era

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To: porcupine --''''> who wrote (389)	6/13/1998 2:34:00 AM
From: Berney	Read Replies (1) of 1722

Porcupine, GM was in one of my model portfolios in 1996. The strike was bloody on the stock price. Not one analyst has lowered this quarter estimates, yet it is obvious that this is going to be a big cost. I agree with you that long-term GM has to fight this battle and win. Frankly, so does the UAW (who cannot win). However, in the short-term my July puts are doing great (only wish I'd gotten more than 5 of them). I'm working on an analysis of all the stocks with a market cap greater than $40B. I'll post the FA results here shortly. Berney

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