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To: Paul Senior who wrote (21414)6/19/2005 3:30:28 PM
From: Paul Senior  Respond to of 78470
 
Fwiw, Scott Black, participant in Barron's Roundtable, has picked two companies for their midyear review cover story, both stocks of which have been discussed here before (and in which I have shares - not doing too well with though lately):

"Benjamin Graham used to talk about "a margin of safety" -- high ROE, low P/E, free-cash generation. That's what Helen of Troy and Arkansas Best have."

finance.yahoo.com

For those here who might also have Citigroup, I see too in that Barron's article that it's still a pick of John Neff:

"I'm still big on Citigroup and St. Paul Travelers."

----
And for those of us still holding or considering beaten down advertising company Interpublic Group, there's a positive write-up on it in this week's Barron's:


"THE BOTTOM LINE:
Interpublic's stock, which is trading well below its historical multiples of earnings and sales, could rise by more than 35%. If the company continues to get its house in order."

finance.yahoo.com