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

To: Paul Senior who wrote (17510)	8/4/2003 4:53:59 PM
From: Wallace Rivers	Respond to of 78740

Paul: I started looking at Johnny and Johnny on Friday. I like buying high quality, market leading blue chip names on weakness. Almost 2% yield certainly doesn't hurt in this environment. I owned WLM twice ages ago, net lost a little money. With a book value of $17.50 (not accounting for recent issuance of conv. pref. and warrants, a $9 stock might deserve a look. I suspect that the current dividend won't hold, unless mgmt. turns the ship around quickly.

To: Paul Senior who wrote (17510)	8/4/2003 6:29:41 PM
From: jeffbas	Read Replies (1) \| Respond to of 78740

Paul, I have learned that you often get very good analysis from S&P (rating agencies in general), when it is there. I don't like changes from stable to negative, regardless of whether the stock looks cheap or not - wrong direction. biz.yahoo.com