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Strategies & Market Trends : Disciplined Investing, especially the NAIC way -- Ignore unavailable to you. Want to Upgrade?

To: The Philosopher who wrote (339)	7/2/2002 1:55:59 PM
From: - with a K	Read Replies (2) \| Respond to of 469

RE: AZO. Nice pick for your club! Congrats again. Here's a plug from a Forbes story for AZO to keep climbing: forbes.com I'll take a look at MINI and let you know...a breeze through Quicken's One-click looks intriguing. On another note, I have been updating my study on homebuilders and find many good values, even after the strong run in the sector. I need to finalize my analysis, but the strong contenders at this point are BZH, LEN, MDC, NVR, AND TOL. Any comments on any of these? - Kris

To: The Philosopher who wrote (339)	7/2/2002 2:10:14 PM
From: - with a K	Respond to of 469

More on MINI: Another top buy was Mobile Mini, which sells and leases portable storage containers to such customers as Wal-Mart Stores and the U.S. military. It was named to the Forbes 200 Best Small Companies list in 2000 and 2001. Mobile Mini dropped from $27 to $16 overnight on May 7 when it came up short on its earnings. It now trades at $17, so the M100 might see a bargain there. From Forbes at forbes.com