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

To: Brendan W who wrote (13455)	12/19/2001 1:26:10 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Hi Brendan, I have some of the same stocks you've mentioned. Maybe bought at higher prices though -g-. If PPS drops a bit on no adverse news, I might add some to my small position. This morning, I've started a small position in cement stock PRN. Stock looks good based on past financials. Negative is that their business is hurting. And it's a geographic-specific business (Puerto Rico). Construction down and (cheaper?)imports up. To attack the imports, PRN, as a local employer, is using its political clout to try to isolate (legislate) "outsiders". There are some hidden assets to PRN as well - its real estate component. Unfortunately, for now those assets are hidden from my view as well. (I don't know scope or value). I figure PRN as a regress-to-mean stock as local economy recovers and if PRN can maintain market share.