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

To: Wallace Rivers who wrote (19237)	5/25/2004 6:07:21 PM
From: Paul Senior	Respond to of 78990

Wallace Rivers, I've looked again now at MMC (and competitor AOC). MMC p/e okay (imo); price is relatively low - just wondering if MMC could be bought under $40 again if all the bad news isn't out or understood yet. (As an aside, imo they overpaid for Kroll; but even if so, that ought not to have too much effect on MMC stock price now.) Fwiw, I've recently trimmed position in MMC competitor HRH. I'll put MMC on my watch list. I continue to hold all my shares of MLS, XOM, and CVX.