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To: Allen Furlan who wrote (13341)11/18/2001 3:38:22 PM
From: Paul Senior  Respond to of 78744
 
Thanks Allen. I'll consider again if I want to add to my losing ALU position. The stock remains way undervalued based on how I evaluate distributors.

I like that ALU are also a distributor of brand-name and generic pharmaceuticals. I am assuming that at least some of this product goes through the US mails, and I am hoping that ALU business here won't be ruined if/when the post office installs equipment to irradiate (or whatever the correct word is) mail to kill possible anthrax.

Paul S.



To: Allen Furlan who wrote (13341)2/25/2002 11:42:53 PM
From: Paul Senior  Read Replies (1) | Respond to of 78744
 
Allen Furlan, nice move in ALU since your post. Sorry I didn't add to my losing position at the time. Still considering it though. High debt/eq. is a negative. Business prospects and p/book are positives. I'm not sure about quality of management.

Stock is now mentioned favorably in latest Forbes as a "Ben Graham" type selection.

biz.yahoo.com

fwiw,

Paul Senior