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

To: Grommit who wrote (13031)	9/5/2001 7:29:04 PM
From: Paul Senior	Respond to of 78714

Hi Grommit. I have CVS on my watch list. I'm considering adding to my small BAC position or perhaps to JPM. BOBE is too expensive for me. Still holding CAG. ---------------------------- I have DLP on my watch list. Big in cotton seeds and soybeans. Stock is relatively attractive, imo. By that I mean its ratios and stock price look pretty good to me compared to where the ratios and stock prices have been previously. In a good year there might be a 50% gain in the stock from here, I will guess, if the stock regresses to its past values. However, the stock and ratios, on an absolute basis, look expensive to me. Perhaps the stock price represents DLP's dominant position in its business(es). Do you (or anyone else here) have an opinion on this one? Paul S.