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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 (364)	1/28/2003 12:46:17 AM
From: - with a K	Read Replies (3) \| Respond to of 469

Congrats on the excellent timing getting in and out of AZO! Funny you mentioned ORLY; I had presented it to my new club two months ago and used the BI story as the basis and background. I am out of town now - so don't have access to my notes - but I recall it was a buy using reasonable criteria. Not a screaming buy, but things did look good. No action was taken by the club, and I am watching it fall slowly with the market. I will post my notes here later in the week, if anyone's interested. Have you looked at HD or LOW at these new low prices? Both seem compelling to me for different reasons: HD for stock valuation but with serious store problems and LOW for better shopping experience, better management, and faster growth and more upside, IMO. Another that interests me here is RD, with its dividend. Thoughts on those and any others you're looking at would be appreciated, Christopher.