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

To: Paul Senior who wrote (3145)	2/5/1998 9:49:00 AM
From: Scott Mc	Respond to of 78531

Paul, re HBI and Eagle... Eagle is moving into Cal and yes they are a great company(one of my largest holdings(the converts) but being so small (22 stores I think) they shouldn't be much threat to HBI at this time anyway. (EAGL also has its hands full with HD building stores across the rd from them in the Seattle area) The market is expanding, cheaper imports should increase margins and when I compare HD,EAGL+HD, HD looks very pricy(of course I said the same about Coke). Really its an interesting perspective when you look at the 3 companies.. HD: Industry leader(brand Name) EAGL: Growth company, yet cheap based on PEG ratios etc.. HBI: Value:Stumbling around, trying to get focused, Cheap based on PS/r + Book. BFN, Scott DISCLAIMER: Have positions in EAGL+HBI and I dislike HD because I can never find anything and then forklifts are in the way.