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

To: Robert Hoefer who wrote (9484)	1/2/2000 8:34:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 78666

Robert, I did not mean to discourage you from buying Blair. I think the stock will probably work out fine, inspired by some possibly misleading publicity on their Internet activity in 2000. For me, I try to make a point of differentiating between a cheap stock whose business is not particularly likely to change for the better and a cheap stock where there is a reasonable chance that the business could improve. That is one kind of margin of safety (over and above the pure numbers) I try to find in such an investment. As noted above, the Internet factor could contribute to a perception that BL business will change for the better - which is often just as good as reality, even if false.