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

To: Paul Senior who wrote (11995)	2/13/2001 10:39:51 PM
From: KevRupert	Read Replies (3) \| Respond to of 78515

KEMET (KEM): Does anybody have any thoughts on KEM? My initial interest is based upon the fact that it is trading at a trailing 5x P/E mulitple, 1x sales multiple, forward 6-6.5x mulitple, about $3 net cash, leader in its field, and solid management. Thanks in advance!

To: Paul Senior who wrote (11995)	7/22/2002 2:41:26 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78515

I'll take profits and close small positions in RLI and CIX. Also trim (at loss) tiny position of EMN. Take my lumps on RX (not a value stock) and close the exploratory position. Opening a small position in HI. Very good ROE, relatively low p/e, recent history of very good earnings increases, 10 years of dividend increases., 11 of 23 analysts rate it a strong buy (Is this a positive or negative? -g-) Many alleged value funds own this one. finance.yahoo.com