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


To: Jurgis Bekepuris who wrote (29095)11/27/2007 4:26:24 PM
From: Paul Senior  Read Replies (3) | Respond to of 78740
 
Sure. I have CWT, MWA, SBS (I may add to it), SJW, PICO. Also, given that the sector can be categorized in a number of ways, the following were stocks mentioned in the article, and I have shares in them: UUPLY.pk, GE, URS (also am holding SGR and KHD). I have a Belgian "conglomerate" that holds 9.5% of SUEZ. NWPX, which I held for many years, I sold not on valuation, but when I reduced my stocks in E-trade. (I may re-enter this one if it drops a little closer ($32 now) to stated book value ($28).

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