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

To: Mao II who wrote (14702)	6/27/2002 12:13:14 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78520

L's possibly dropping because it's in a sector that is cratering, and it holds chunks of companies that are also dropping very dramatically. Here are some that I've been wrong about (most of which I own - ouch, ouch, ouch): finance.yahoo.com Apparently, people won't now pay as much as they have in past for companies with debt but never any earnings. Still, I see no evidence that cash flows for these companies are decreasing. I am hoping capex will eventually decrease, and these stocks might recover. I added to my small positions in L and COX yesterday. I note that SJR is held by Buffett/Simpson. It's on my watch list.