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

To: Paul Senior who wrote (16820)	4/14/2003 2:06:22 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78481

RE GE - I think it was a smart decision to sell GE. From the quarterly earnings release i read that net earnings are down by 9% but pretax earnings are down by 15%. A lower tax rate is often an indication of lower earnings quality.

To: Paul Senior who wrote (16820)	8/2/2004 5:33:18 PM
From: Paul Senior	Respond to of 78481

Conglomerate SPX Corp (symbol SPW) dropped today on a quarterly report not well-received by investors. I've added a tad to my very small exploratory position today. Psr about .6 and forward p/e under 10 (It seems). Relatively low. P/book has increased for past six years. Possibly we might see $60 (as we have in each of past few years) again within 18 months, if the company can get some improvement in its businesses or profits. Very small bet only for me. finance.yahoo.com