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

To: Paul Senior who wrote (11239)	10/7/2000 8:44:53 AM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78625

Been doing some reading on USG. I think Marty Whitman is a holder. They have been creamed with asbestos liability concerns. Mgmt. came out yesterday to say they are in a far different situation than OWC. 10-K indicates that they almost assuredly have far less exposure, and are generally well reserved. Wallboard prices have been declining hard recently, another overhang, earnings coming down. Anyone else interested in this one? Disclosure: no position. Anyone looking at the office supply industry, OMX ODP SPLS?

To: Paul Senior who wrote (11239)	10/7/2000 10:34:59 PM
From: jeffbas	Respond to of 78625

Paul, and for anyone else who followed me on SEMI, they got coverage in IBD on Monday: investors.com Sales for the quarter should be reported next week (around $150M) with a book/bill at 120+%, and some good earnings indication (around $1 is my guess for the quarter). The stock in my opinion has the best chart of any semiconductor related stock, but will have trouble doing anything as long as NASDAQ and SOXX are weak.

To: Paul Senior who wrote (11239)	10/7/2000 11:41:48 PM
From: James Clarke	Read Replies (3) \| Respond to of 78625

<<my pride/shame ratio is low. Lot of embarrassment (shame) for anybody who steps up now and says they're a buyer of EK.>> I like that ratio. I have avoided EK like the plague for the last three years, but purchased a position in the 40s. Bill Miller owns it with great conviction at higher levels as does the Saudi Prince Warren (of course he also bought Priceline). Another ratio on EK, a more tangible one. I believe EK trades at an enterprise value/EBITDA ratio which would befit an auto parts company. The business ain't perfect, but Kodak is no auto parts company. With great shame, JJC