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

To: Paul Senior who wrote (10774)	6/26/2000 6:17:00 PM
From: Madharry	Read Replies (1) \| Respond to of 78526

Funny Paul , I just started a position in ADIC, because it looked cheap and had some insider buying, and the technicals had turned positive. As far as CCROs go- I briefly owned QTRN twice because it looked cheap to me and I might have mentioned it. I sold both times because it was a losing position and now it is about half of where it was the first time I bought it. I am watching it as well. It occurs to me that buying an undervalued company sounds good, but we don;t know when the catalyst is going to come along that will give us our profit. In general, it seems that unless it is a tech stock 40% is a great profit in those situations and for the most part I am best off taking the money and moving on. I mentioned that X the tracking stock for US Steel had a real nice writeup in Barrons, but I wonder what is the catalyst that will make move up in price? USU I also got out of with a small loss. I do not follow it anymore and don't think I am qualified or was ever qualified to analyze its prospects. Sounds like one needs to be an expert on both the market for their product and understand all the politics involved.

To: Paul Senior who wrote (10774)	6/26/2000 9:30:00 PM
From: Grommit	1 Recommendation Read Replies (1) \| Respond to of 78526

I picked up some LIQB at a nice price today. Over the last 5 years they have reduced the number of shares by 30%, they have no debt, ROE over 25%, profit margin improving to 11%, dropped from 15+ to 11 1/2 in that time period also. Sales pretty flat however. Plastic resin (raw material) probably going up with oil prices, so I expect a little deterioration in profit levels. VP of sales bought $500K of stock in April at $46.88. Price in that ballpark now. Posted here Message 13828156 thanks,