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To: AllansAlias who wrote (8329)	7/30/2001 11:33:08 AM
From: JRI	Read Replies (1) \| Respond to of 209892

He's recommending a lot of value, smallcap.......Heartland Value, Genuine Parts, Dentsply International, Alberta Energy.. Most of his argument seems based on incredible pumping by Fed eventually affecting economy.... (BTW- A friend of mine knows/has worked with Louis Navillier, and says Navillier is buying small and mid-cap big-time too right now, expecting a good bounce thru end of year...I have a bit more respect for Navillier than most...he can think out-of-box at times..) Got a bit distracted, so I missed part of him Stack's argument, but I think you got the basics....I actually agree that selective small, mid-cap are safest part of long argument...and could be explosive (if economy does tick up, but fund managers shift from large to mid, etc..)