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

To: Paul Senior who wrote (16466)	2/19/2003 3:17:59 PM
From: Broken_Clock	Read Replies (1) \| Respond to of 78495

Paul, Thoughts on ADM? Thanks

To: Paul Senior who wrote (16466)	2/19/2003 4:10:28 PM
From: Jurgis Bekepuris	Respond to of 78495

Bought CX today. Reconsidering RTRSY: sell, buy or hold? I am concerned that they don't have a good plan of returning to profitability. Multex acquisition is not positive in my mind, since it means that the core company does not have all necessary ingredients to succeed and is looking for them outside. For established companies such as RTRSY this usually means a disaster. I.e. I prefer a company like BRK that buys other companies, because it has too much cash and has to invest it somewhere. I don't like companies trying to buy their way out of trouble, since if sinergies don't work, we have a bigger company in bigger trouble. The price they paid for Multex is also not dirt cheap, i.e. it is not just buying some assets at great price. On the other hand, with the drop RTRSY is becoming a buy even if they manage to return to 15% ROE, which is way below their old ROE. I have not decided what to do yet. Opinions welcome. Jurgis - burnt on RTRSY