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


To: - with a K who wrote (18160)12/9/2003 4:17:58 PM
From: Paul Senior  Read Replies (1) | Respond to of 78708
 
re. ANF & WM. I'll try to hold on longer.

Regarding WM, if refinancing goes away, WM should quickly be able to sever the expenses associated with this aspect of their business. Meanwhile, the company is a strong national presence in its banking segment. Dead money here doesn't bother me: until recently,the stock's mostly been in a fairly tight trading band. Dividend cushions the waiting.

Fwiw, I'm also expecting to hold on to CFC and NCC, both companies that I've mentioned here previously. (These two were discussed in the TSC article.)

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