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

To: 249443 who wrote (15325)	8/26/2002 10:32:09 AM
From: Bob Rudd	Respond to of 79177

mrc: LOL. Carry on, Prince of Irony.

To: 249443 who wrote (15325)	7/6/2003 12:02:25 AM
From: Brinks	Read Replies (3) \| Respond to of 79177

Update on Ticonderoga #2 Pencil - Graham CLASSIC!! Dixon Ticonderoga DXT Less than a year ago (market price then $ 1.50) I summarized a Graham classic selling at 19% of book value then and 41% of Net-Net working capital(deducting ALL debt). It has doubled ($ 3.00) and I took my money off the table and am riding the remaining position. The margin of safety on this was superb if one did there DD and understood GAAP. I would love to invest in these type of companies all day. Message 17912360 Message 17915001 Message 17915021 Dixon Ticonderoga, with operations dating back to 1795, is one of the oldest publicly held companies in the U.S. DXT is a diversified manufacturer and marketer of writing and art products.Company best known for its Ticonderoga # 2 pencils."America's best pencil." “The smoothest writing quality pencil made. Yellow hexagonal shaped with premium pink eraser and smooth writing #2 graphite core.” In 10-Q June 30, 2002: The Company has retained Wachovia Securities (formerly First Union Securities) and certain other outside consultants to advise and assist it in evaluating certain strategic alternatives, including capital restructuring, mergers and acquisitions, and/or other measures designed to resolve the Company's issues with its lenders while maximizing shareholder value.