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


To: Paul Senior who wrote (12588)6/5/2001 11:00:48 PM
From: Brendan W  Respond to of 78740
 
Hi, Paul... selling RPM for a 10% loss--company is more expensive on PE basis than when I bought and the last conference call did not inspire. Also, adding to the $19 Newell Rubbermaid (NWL) position I started last fall. Their new CEO (Joe Galli) is impressive and I'm willing to pay a 15x cash EPS multiple. I hope he delivers half as well as he talks. An audio webcast is available here:
corporate-ir.net