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

To: Paul Senior who wrote (10778)	6/27/2000 7:17:00 AM
From: cpabobp	Respond to of 78530

LIQB another Ohio company. This one's a little closer to home. I'd like to add to Paul's negatives: 1) Inventories have increased 4 out of the last 5 quarters, while revenues and COS have been flat. I understand that y2k had some impact on this, but I would hate to see the inventory build up (even as small as it is) lead to other problems or slowdowns. 2) LIQB has very low daily volume. With all the other values out there, I'd hate to try and unload shares when there just aren't that many buyers. I've done it before, but I can't say I like it too much. 3) I don't think you will find LIQB valued any differently than some of their competitors. While I think LIQB is a good company to invest in, I don't think the timing is right for what I would say is a limited upside (10-15%) This is my opinion only, and I've been wrong many many times before.