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Strategies & Market Trends : Value Investing
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To: Bill Zeman who wrote (6667)4/14/1999 4:18:00 PM
From: Allen Furlan  Read Replies (1) of 78470
 
Bill, here is another idea. Marshall Industries(mi) sells below book but as many companies in the commodity distribution sector has suffered significantly. The news reports indicate that the company's web site is one of the best. It actually makes money but how much from e-commerce I do not know. However there appears to be momentum buying on the stock and the calls are very pricey. I bought the stock and sold covered May calls. Worth a look.
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