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

To: Paul Senior who wrote (18304)	12/30/2003 3:26:51 PM
From: sjemmeri	Read Replies (3) \| Respond to of 78508

I made 2 buys today - MBG - way up from early year lows but still only at 1.2 PS, really a cash flow story where they've been buying back tons of stock and have started a small dividend that should grow. HGSI - a biotech/genomics/drug developer that's certainly not a traditional value stock but does have a large cash horde that will (hopefully) keep them going long enough for some good news on drug front. Also, anyone considering FTST (formerly FTS) should look quick as it took a dive on delisting from NYSE on old news. Maybe it inspired tax loss selling.

To: Paul Senior who wrote (18304)	12/30/2003 6:01:46 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78508

Paul: STRD isn't actually selling below cash since they paid out $5/share special dividend on Oct 6 after the Qtr ended. If you adjust the end of Qtr cash balance for this, there's $11.60/sh. Still it looks interesting since it's clearly generating a lot of cash and willing to give it to shareholders instead of investing it in shower curtains, umbrella stands, or overpriced acquisitions of unrelated businesses it doesn't understand.