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

To: Paul Senior who wrote (15800)	11/15/2002 10:29:13 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78519

<< Spekulatius. Fwiw, I'm continuing to add to a very small position in MRO as the stock drops further>>. I agree that MRO is very cheap. The latest drop is yet again due to managements lack of execution on the upstream side - however oil prices are still strong and the downstream business appears to be improving as well so i think its a good buy. For the sake of diversification i am looking to buy some BP instead of more MRO.