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To: Allen Furlan who wrote (13082)9/19/2001 1:59:34 PM
From: Dale Baker  Respond to of 78720
 
I bought some CWP calls the other day, Feb 15's. May add soon. Haven't read today's PR in detail yet.



To: Allen Furlan who wrote (13082)9/19/2001 3:51:45 PM
From: Paul Senior  Read Replies (1) | Respond to of 78720
 
CWP, MBI-ABK

I'm still watching the price action on CWP.

Anybody here with a current opinion on MBI? Or ABK?

finance.yahoo.com

(I very well remember our discussions on these - me with MBI and Jim Clarke with his fav. of ABK. Everybody here who bought made money (both stocks advanced) - although it seems - again - that Jim's pick was the better choice. Ah... for those simpler days of just a couple of years ago.)

If MBI is to be believed about their NYC exposure (I didn't believe them about their exposure to California utilities and sold my position), this might be a time to buy.



To: Allen Furlan who wrote (13082)1/25/2002 3:14:52 PM
From: Paul Senior  Read Replies (2) | Respond to of 78720
 
All right, now's time for CWP (of course jmo).

I've started a small position this afternoon and will average down if stock continues to drop further on no news.

A complicated stock and business. Still, price/cash, price/book, p/sales, div. yield are very attractive to me.
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Closing out Whirlpool today. I booked my losses and exited Blyth yesterday after further considering the comments on it here.

finance.yahoo.com