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

To: Paul Senior who wrote (12853)	7/25/2001 4:56:01 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78548

Hi, Paul - Have held TMO for what seems like an eternity, and am still way underwater. Can't give you too much help (other than it's oversold on a technical basis), it just sits there. We'll know when they report, momentarily. FWIW sold SLB too early at 54.25, didn't enter MCD, but have built a position in DIS, at this price looks like a good entry point. Like your ABN idea, but info on it is hard to come by. Are they getting hit due to Argentinian exposure? Seems like there may be a lot of exposure to S. America there. Am considering MER, which is still the biggest and baddest in the industry, despite problems, either perceived or real. My God, I've owned CMO for years in accounts I control, not only is it back from the dead, it's smoking! Check out the latest div. ($1.50/Q), this thing sports an annualized yield of about 20%! There is a good chance that div. will be nominally higher next Q IMHO, of course it will decline when the Fed starts to tighten. But, I've talked to people who think that CMO will be able to maintain at least $2 a share annual div. in lean times. At $25, that's still an 8% yield, which isn't far off what yield it traded at in the early/mid 90s. Quite a turnaround story.