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

To: Paul Senior who wrote (3271)	3/14/2003 7:43:48 PM
From: Shane M	Respond to of 4690

Paul, I got halved with along with you on CPC. I'm still holding mine and I actually think it's worth what it's selling for now. Should've sold when we discussed it several months ago, but for some reason I just sat there holding on even after my opinion of the stock had changed. Shane

To: Paul Senior who wrote (3271)	3/15/2003 1:19:00 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 4690

Paul, Do you know how Tilson calculated high teens ROE on IPK (ref. article back in 2001, which I found going back through "Buffetology" links starting from your post), while quicken.com shows only 1-2% ROE? Regarding CPC: what happened in 1998 that dropped ROE to 0, which recovered only to 10% in recent years? It looks from brief glance that company just went after low margin business to continue revenue expansion: quicken.com The question is then: will CPC ROE ever get back to teens? Why? ROE drop in bubble years of 1998-99-2K concerns me more than a such a drop would in last two years. Jurgis - just trying to understand with 2 minute perusal of Quicken site