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To: KevRupert who wrote (133)	1/29/2001 10:33:00 PM
From: KevRupert	Respond to of 252

What factors do you consider important to the concept of value investing? For common stocks, four factors: 1) extremely strong financial position; 2) reasonably competent management in tune to outside stockholder interests; 3) understandable business; and 4) common stock price not more than 50 percent of what we think the security would be worth with a business, a private company or a takeover candidate. Question: What are your top five holdings? USG Corporation [USG], AVX common [AVX], MBIA Inc. common [MBI], Toyoda Automatic Loom Works, Ltd. [TYDAF], Tejon Ranch Co. , The Tokio Marine and Fire Insurance Company, Limited [TKIOY], Silicon Valley Group, Inc. [SVGI] and The First American Corporation [FAF] (formerly First American Financial). Those are the biggies.