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

To: jeffbas who wrote (9869)	2/4/2000 12:41:00 AM
From: James Clarke	Respond to of 78748

Shaw is worth looking at. A frugally managed carpet maker. Boring, but very profitable. They were a great investment for years until they started messing around with retailing and international expansion in 1996-1997. Management reversed the error, sold the mistakes, and now is back to what it does best. I haven't looked at this one in detail in a long time, so this is not a recommendation, but its a company I like to know what is happening at. Probably worth looking at at a time when anything remotely connected with homebuilding is trading at 7 times earnings. In the home furnishing sector (though that is a terrible mischaracterization of this great company), Leggett & Platt (LEG) also looks extremely attractive to me. Haven't bought it yet, but I haven't found a thing wrong with it in my limited research. You want to focus on the 10 year historical financials in the annual report.