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

To: Paul Senior who wrote (3060)	9/8/2002 11:35:50 PM
From: Shane M	Read Replies (1) \| Respond to of 4691

Well, not much going on over here, but wanted to post what I'm considering buying at the moment. These will be my first purchases in quite a while. All seem to me to be buys using Buffettology criteria. I expect at least 15+% ROI on each of these over the long term. MHK - Mohawk Industries. Carpets, rugs, tile- residential. Forward guidance is cautious and stock is down, but at current prices I feel it's priced attractively. This appears to be a consistent, predictable performer. BBY - Best Buy. Down alot on concerns over consumer spending weakness. Overall this is still very much a growth stock with sales up 20%, and same store sales up 2%. High consistent ROE over the long term. APOL - Apollo Group. This is one that has been perenially showing up on screens and always seems to be a buy. We've discussed before and many aren't interested in for profit education, but this story is performing over time. Appreciate any comments if anyone has looked at any of these. Shane