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

To: Bob Rudd who wrote (15324)	8/26/2002 7:31:16 AM
From: 249443	Read Replies (1) \| Respond to of 79177

Dixon & Dr. Benjamin Graham, I think "brinks" is onto something in Dixon common stock. Although "brinks" considers me to be "ignorant", I feel that Dr. Benjamin Graham, Warren Buffett, Bob Olstein, Marty Whitman all should/would/will own Dixon common for the following reasons: 1) high margin of safety 2) excellent balance sheet 3) top manager is old 4) debt is refinanced at a reasonable level of 12% 5) pencil business offers high ROE 6) investment firm is seeking "strategic" partners (possible buyout by GE) 7) consistent earnings 8) a high cash to debt level 9) insider buying of common 10) auditors feel company is really a mover-and-shaker 11) small chance of company violating terms of loan covenants This clearly, as Brinks stated, is a common that nobody can beat in terms of net-net stock picking. PS: Bob -- please remember I am ignorant when reading the above comments. :)