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

To: Marc Fortier who wrote (11588)	12/14/2000 1:01:26 PM
From: Madharry	Read Replies (1) \| Respond to of 78525

What has happened to ICIX?

To: Marc Fortier who wrote (11588)	12/14/2000 8:09:27 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78525

Marc F. Yes, if I can get near my price on DCI, I'll buy and put it in a DRIP (IRA account, so I won't have to keep track of various cost bases.) ------ DCI vs. PLL. I'm in a similar conundrum (if that is the correct word) as regards Masco vs. U.S. Industries. MAS by far, is the dominant, powerful, well-respected player - a sometime growth company that's made its investors lots of money over the years. MAS just looks to me to be the better company. quicken.com MAS aggressively pursues the opportunities it sees (lots of acquisitions, imo), and it's big and strong enough to get institutional interest. OTOH, USI is selling at a low p/e, and they are making efforts to divest themselves of non-core assets. I am guessing that both companies are down because of similar reasons (building suppliers out of favor, recession fears), but it's possible, maybe likely, that MAS will see a rebound before 2nd tier (imo) USI does. Still, USI sells below stated book with a low pe (for now anyway--I assume there will be an earnings decline which will jack up that pe ratio). I'll follow Bill Nygren of Oakmark Select Fund into USI now, and if MAS drops a bit to near its lows, I'll consider it also. Paul S.