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

To: Paul Senior who wrote (9785)	1/28/2000 8:34:00 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78464

Paul - AVS: I spent some time today DD'n this - I'm a tad nervous about the debt level, but looks like interesting value. Have you also looked at AVL in similar biz and similarly smushed recently, but less leveraged. Both appear to have hit problems implementing ERP or similar. Lot's a decent companies have hit that wall - problem is that often they lose handle on the business - flyin blind, due to infosystem problems. Haven't pulled trigger yet, but I'm sniffin around. Comments welcome. Bob

To: Paul Senior who wrote (9785)	1/29/2000 1:38:00 AM
From: James Clarke	Read Replies (1) \| Respond to of 78464

<<Not such a good day to be owning stocks, but maybe a good day to be buying them.>> Well said, Paul. I added to SNH at 10 1/8 (funded by a gut-wrenching sale of USEC - SNH has a bigger dividend yield and better chance of paying it two years out - and I am referring to SNH's yield after it is cut) and I just couldn't resist adding a little more Clayton Homes at 8 1/8 near the close. Great day to be short tech stocks. My portfolio was actually up a significant amount today. (I've got a lot of ground to make up, though)