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

To: James Clarke who wrote (2859)	12/22/1997 7:34:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 78669

I am leery of stocks that have nearly doubled in the last 12 months, sell at p/e's of 75, and require "undervalued assets" to justify purchase. Reread my recent post on the subject. I might add cable TV companies (or HMO companies) to the list of supposed undervalued asset companies, when looked at on the basis of so-much per subscriber; or those Gabelli EBITDA special value companies. I have nothing against Hyde, especially if Mike can answer my questions favorably. I might buy some. (But each of my questions is important and for a reason, especially since this is not a leader in the industry.) I might add one more question - Is Asia a source of supply or risk of supply interruption for Hyde or its competitors? I think you want to understand how Asia might cause its relative competitive position to change.