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

To: Paul Senior who wrote (10385)	4/19/2000 7:25:00 PM
From: Michael Burry	Respond to of 78519

Paul, thanks but Crane was Jim's and LEG, well, someone raise their hand. I made no money on either.

To: Paul Senior who wrote (10385)	6/21/2000 1:44:00 PM
From: Paul Senior	Respond to of 78519

LEG, which somebody (Mike B) brought to the thread a few months ago: I'm looking at it again. In spite of the news of failing to meet earnings estimates (and the subsequent sharp decline in stock price), earnings and sales will be up this year. That trend continues. Leg is a company that grows by acquisitions and (I am guessing), tough cost controls. Has 29 years of dividend increases. However, they look to be in cyclical businesses which now apparently are areas to be avoided. Anyone following LEG or with an opinion on it? Paul S.