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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (4410)	7/12/1998 4:43:00 PM
From: Jurgis Bekepuris	Read Replies (1) of 78712

Paul, > HELX??? How could anyone who's not expert in this> > area be attracted to the stock? Agreed. My thesis is that semi-equips are undervalued now. My pick for risky small-cap value is ASYT. My pick for conservative small-cap value is HELX - you get the 6% dividend, you know. :-) Of course, for the people unfamiliar with the sector, it's wise to wait for AMAT to drop to value levels. IMO, Marty Whitman's picks are not the best of the breed, but then he made them a quarter ago when prices were different. He also will ride the theory that the whole sector will rebound. BTW, another approach that I may test in the future is buying high-yield stocks and selling when they drop from that category either through price appreciation or through dividend cuts. HELX would be one such stock. Good luck Jurgis

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