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Strategies & Market Trends : Value Investing

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To: Allen Furlan who wrote (5377)	12/4/1998 3:55:00 PM
From: James Clarke	Read Replies (2) of 78753

Bought a couple new positions today. Cyprus Amax, one of the largest mining companies in the world, just seems too cheap. Half of book value, 7% dividend yield, and the company is very cash flow positive. I know the outlook for copper is miserable - the way I lose money on this one is if it gets "worse than miserable", whatever that is. The other one is a little company from Seattle you might have heard of. They make airplanes. The stock is off by nearly 50% from its 1997 peak as everything that could go wrong has. Boeing is very difficult to value using multiple analysis or anything like that - I just see it as a franchise I want to own long-term, and 32 is a hell of a lot cheaper than 60. Jim

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