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

To: Paul Senior who wrote (9751)	1/26/2000 1:17:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78480

Making the following buys this am: 1. Adding to Federal Mogul (FMO). Low p/sales. Low p/e (3-4 and analysts say this is not peak earnings year), low p/bk (too many acquistions at too high a price though.) Price to EBITD < 1.5. That is ridiculous (imo of course -g-) 2. Adding to Healthsouth (HRC) as it drops to mid-5 range. 3. Starting position in USEC (USU). I'll go with Jim C's opinion that the bottom might be around here. Dominant in its business. Good dividend, I suspect, even if cut. 4. Adding to Equifax (EFX). A growth value pick, imo. Many Buffett characteristics, imo. 5. Adding to Quintiles (QTRN). Stock now may be influenced by HLTH share price (a plus and a minus, imo). Deal with HLTH may be a "value" when numbers are crunched. I say risky play though on that basis. More a bet that QTRN can resume its growth and focus. 6. Adding to GATX (GMT). Tagged with being a railcar lessor. Imo, more like capital asset allocators. Owned it for a while and see the way they've been able to deliver results by doing joint ventures, exiting businesses, etc. Hidden strength is capability in info. technology. Pe 10, 3.6% div. yield. They get no respect. FWIW. Paul Senior

To: Paul Senior who wrote (9751)	1/26/2000 2:54:00 PM
From: Q.	Respond to of 78480

AWX at 5 1/8 is selling for 0.72 X net-net and 1.0 X cash, and it is profitable. It's a holding company that is the rump of what was left when a big division was sold. Operations look like an odd mix of stuff. Paul, I noticed that you posted last month that you bought some. Message 12371835 and your comments then are still true. Would you or anyone else care to say what they think about the company's operations? Is there any catalyst that anybody can see?