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

To: Jurgis Bekepuris who wrote (16298)	1/28/2003 10:43:20 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78666

Jurgis Bekepuris, re. CX: still maintaining my position. Jobs are exiting Mexico for China. That's a problem. I still expect people to be building their homes though as the Mexican economy develops, which will happen (eventually). As you may know, CX sells their cement in Mexico one bag at a time (i.e. when money's available, people resume their home improvement efforts). Also with CX, one gets an astute management and a geographically diverse business. Possibly not the best buy going at this time... but now at lows, I won't be selling it either. jmo Paul Senior I have MLM on my watch list.

To: Jurgis Bekepuris who wrote (16298)	5/22/2003 11:45:13 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Jurgis Bekepuris: Looks like you were right if you avoided LBY. Stock continues to drop. Insider selling, high debt, maybe now dollar/euro issues too(??). Buyback intact though. Dividend increased with intent to increase further "subject to market conditions" (haha). Imo, LBY's still very dangerous here even at current near-annual low price. I've increased my tiny exploratory position a bit today. Which gives me only a very, very small position.