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

To: Paul Senior who wrote (32695)	11/7/2008 12:35:07 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78735

Paul - Fills today: LEA (LAST: 1.6 11/6/2008 3:35:19 PM) , ACMR (LAST: 2.13 11/6/2008 3:40:27 PM) , AHT (LAST: 1.91 11/6/2008 3:35:22 PM) , MTW (LAST: 8.78 11/6/2008 3:35:34 PM) . Very small adds to small positions. Gheez these all look like lottery tickets. The only one i could stand in my portfolio is ACMR. MTW would be OK if it weren't for the untimely acquisition of that British company for 2x their current market cap. I think TEX is a better play because their balance sheet is in better shape.

To: Paul Senior who wrote (32695)	11/7/2008 6:02:42 AM
From: Madharry	Read Replies (1) \| Respond to of 78735

youre a brave man. i spent a little time looking at lear. they started off their last quarterly report by saying that the environment was " extremely challenging". carl Icahn sold a bunch of shares on 11/3/08 and I see no insider buying and little commitment to own shares. I also just read that GMAC was going to be limit its auto financing to more credit worthy borrowers. even though 2/3s of sales are abroad, it seems difficult for me to assess the bankruptcy risk here. any thoughts?