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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (8031)	8/22/1999 11:56:00 PM
From: Steve168	Respond to of 78625

KMAG is a value buy now!!! Price 3 5/8, book 4.5, cash 2, no debt. Many insiders have significant holdings, nobody selling, some bought in past 12 months. I would buy more at 3 3/8 Check it out!

To: Paul Senior who wrote (8031)	11/15/1999 8:05:00 AM
From: valueminded	Read Replies (2) \| Respond to of 78625

Paul/Mike/James: Responding to a message from a while ago. REITS are peaking my interest in what I consider to a be a schizophrenic market. Two in particular showed up on my screens: HRP and FCH. Reasonably low leverage, incredible insider buying (in case of fch), decent dividends, cash flow and return on assets. Course entire group is being beaten up for most part. At any rate, I have owned LHO off and on before stumbling on FCH. It would seem that FCH has lower leverage and yet, I know that LHO seems preferred on this thread. In the interest of improving by education, I would be interested in takes on a comparison between the two? As a side note, I offer CTZ as a possibility for consideration. Trading at 44, buyout offer at about 55. Dividend ~ 3.5%. I own small position. Caveat are buyout by FNF, may be scutinized closely as would combing two heavyweights in the title insurance industry. If it falls through drops to low 30's. thanks