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Strategies & Market Trends : Value Investing

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To: Proton who wrote (4467)	7/23/1998 8:43:00 PM
From: James Clarke	Read Replies (3) of 78711

re: Glow in the dark utility - USEC (USU) USEC is not a utility. Nuclear power plants are their customers. You underscore the reason why you want to spend some time on this. This business is EXTREMELY misunderstood. The sales effort by Merrill and Morgan Stanley was inept, yet they got the deal done (at half what the company is worth). Let's really focus on this in the next couple of days, because I know the business as well as anybody, it is trading at half what it is worth, and it pays a dividend yield 1 1/2 times the long bond rate. In my opinion this is a no-brainer, and I put 10% of my portfolio in it today and will put another 10% in when I sense which direction its going to go. (I sense there is a good chance it could go lower). Anybody who has read the prospectus, fire questions my way either on the thread or privately. This was the biggest IPO of the year, so we're not talking about a microcap here. Jim

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