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

To: Paul Senior who wrote (11994)	2/12/2001 1:26:55 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78507

RDN, CIX. regarding RDN which I asked about couple of weeks ago,I did start a small position in it last week. I'll add more if the stock drops back to my entry price. I'm starting a position in CIX today. Your basic and prosaic industrial type value stock, imo. Negative is that it's likely to be in cyclical businesses that we haven't seen the bottom to yet. Given that the stock does not have a lengthy trading history, and a there's now a new CEO as well, this adds even more uncertainty. Still, at about $9.20, CIX trades below stated book value, and a couple of bucks maybe above tangible bv, and sports a p/s about .6 and an roe about 16%. (which MAYBE might not be decimated if this economically sensitive stock can maintain those earnings). There's a better than 5% dividend to soothe investor patience.