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To: Larry S. who wrote (49685)	11/3/2003 10:44:38 PM
From: Mark Adams	Respond to of 53068

MIR? Oh wait, that one already bit the dust. <g> If I find something interesting I'll mention it here, but I haven't been looking very hard the past few weeks. Every dog deserves some lazy days in the sun. I'd like to see something significant shakeout before taking on more risk. What that looks like, I don't know. But I'll probably taste it when it happens. Or I hope so.

To: Larry S. who wrote (49685)	11/13/2003 5:33:03 AM
From: Mark Adams	Read Replies (1) \| Respond to of 53068

haier.com Buried in a Japanese report on their trade accounts, is a table, which lists this company as the market leader in several chinese consumer products categories. The gotcha? I don't know how to invest in it. Unless there is a CEF which holds it. Maybe something run by Templeton? Pg 65: Chart 6 for Box 5 boj.or.jp

To: Larry S. who wrote (49685)	11/17/2003 3:57:53 PM
From: Mark Adams	Read Replies (1) \| Respond to of 53068

NGG. Big dog- undervalued relative to peers. UK exposure, maybe benefit from stronger sterling. Future US Transmission consolidation? Regulatory risk- regulators don't like blown fuses.

To: Larry S. who wrote (49685)	11/21/2003 9:48:16 AM
From: Mark Adams	Read Replies (1) \| Respond to of 53068

PSD- Lil' dog. Improving credit profile. EV/EBITDA=6.98 per yahoo, which makes it a bit relative undervalued given a peer target of 7.47. Would like a 22 or below entry, but nibbled today at 22.50 anyway. Patience is hard. There's a preferred- psd_p. If called in '06 it yields roughly 5.44% to call. Given the credit rating, & AAA stuff with the same YTW, I went with the common. Upside on the common is about $24-25, so this isn't intended to be a home run. Rather a boring dividend clipper with some potential.