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Strategies & Market Trends : Buffettology

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To: Shane M who wrote (581)	11/22/1998 1:09:00 AM
From: James Clarke	Read Replies (1) of 4691

Thanks for sharing the results of your screen. Of the ones I know well, be very careful of Cambridge Technology Partners. Competition is coming out of the woodwork and their franchise is melting down. As for your short list, the two that I know, RAL and CHB - your price targets sound dead-on right. The two I would add to your list are Dover (DOV) to accumulate below 30 and Clayton Homes at the current price (below 15 - its about to do a 5/4 split - don't ask why - so be careful if you're watching the price of this one - that target is about to go to what, 12 or so). Jim

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