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

To: Paul Senior who wrote (10174)	3/15/2000 6:09:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78566

Making the following changes in past few days: Buying: Alberto-Culver (ACV). I considered also Dial (DL), but I like that ACV said it's on track to meet earnings estimates. Dial is a bigger, more diversified company (positives, imo); down for now - but could be a long-term winner. ACV has a good multi-year performance record. Buying: Building Materials Holding Corp. (BMHC). Nice (imo) small cap. In somewhat same business, CAB is being taken private; doing a comparable, the private market value of BMHC would be much higher than its current price. (I'm not implying/anticipating a takeout will occur.) BMHC numbers look good to me: stocksheet.com Buying: Counsel Corp. (CXSN). Another tech/internet incubator company. And once again, I'm doing a sum-of-parts-is-worth-more-than-the current-price. As some of its holdings go public - value and price of CXSN may increase - assuming ipo market for its companies remains strong. Selling: Taking some KEM (discussed in 1997/98(?) off the table on good earnings announcement and analyst upgrades.