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

To: Allen Furlan who wrote (8497)	10/3/1999 8:23:00 PM
From: peter michaelson	Read Replies (1) \| Respond to of 78525

Wouldn't shorting Keebler and buying FLO be an arbitrage worth looking at? peter

To: Allen Furlan who wrote (8497)	10/3/1999 11:03:00 PM
From: Michael Burry	Respond to of 78525

long flo, short kbl

To: Allen Furlan who wrote (8497)	10/5/1999 5:28:00 PM
From: Allen Furlan	Respond to of 78525

For those interested in insurance companies review HGIC. yahoo.marketguide.com This has been a favorite of Allmon, who was a value investor but also an extreme bear. I say was because I have not heard anything about him for several years after he sold out his Allmon Funds. I owned HGIC several years ago and took a small profit because the stock languished from lack of attention. This may happen again but the company is so cheap relative to its peers that with an excellent management it is worth a look.