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Strategies & Market Trends : Value Investing

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To: Bill Zeman who wrote (5942)	2/5/1999 4:13:00 PM
From: Don Earl	Read Replies (2) of 78451

Hi Bill, I'm not an expert in the oil industry but it seems to me that with a limit on natural resources, someone still has to poke holes in the ground to look for more. Everything I've seen points to over production as the problem, not a lack of consumption. I wouldn't think that oil services would take the kind of hit to margins that the oil companies are. To me the whole idea of value investing is to move on beat up issues while everyone still hates them. Take a look at EGEO. The stock is trading at 1/2 of what the company has per share in cash and the revenue growth sure doesn't look like any kind of slow down. marketguide.com I only have 10% of my portfolio in EGEO because of some of the concerns you mentioned, but those fundamentals were just too hard for me to pass up. Regards, Don

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