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

To: Wallace Rivers who wrote (17832)	10/8/2003 1:49:46 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78471

Wallace Rivers, re: DRD, I'm one who does believe DRD is worth more than its current quotation. If some of the economic issues facing NY and NYC are resolved or muted (i.e. if the economy should recover), DRD stock price will rebound from current price. Imo of course, and I've been wrong many, many times. Of the two, CVC vs. DRD, CVC was the one to buy, it seems (sorry I didn't): finance.yahoo.com At this point (CVC up, DRD down), I have added a little to my DRD position today. I am considering whether I want to up the position even further. I like DRD's strong niche market, their presumed (well, I'm presuming it) ability to hold out until better times, and their historic good margins in non-pharmacy products. Paul Senior