Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : U S FILTER (USF) A Water Stock ! -- Ignore unavailable to you. Want to Upgrade?

To: Larry Myers who wrote (270)	2/11/1998 10:06:00 PM
From: David Lawrence	Respond to of 361

Don't get me wrong, Larry. I viewed and continue to view USF as a core holding. I've been through several acquisitions in the last couple of years (Cordis--JNJ, USRX--COMS, USLD--LCI, ROTC--IHS), and in retrospect the sudden uncertainty and arbitrage activity presented opportunities to lower cost basis and preserve capital. I think there is a very good possibility that I'll get an opportunity to re-enter a long position at $29.50 within the next 30-60 days. It's at the top of my buy list. Similarly, CA is one of my core holdings. I almost flipped it at the open, but decided to ride it out, as I have a much longer hold and much lower relative cost basis. CA is definitely a stock to accumulate on dips. Regards, David

To: Larry Myers who wrote (270)	2/18/1998 3:26:00 PM
From: Marie Newell	Read Replies (1) \| Respond to of 361

I have been following U.S. Filter for several months now. The stock seems to be pretty solid and with the acquisition of Culligan Water U.S. Filter seems to have entered into the residential sector of the water industry. From what I understand, the CEO of the company, Richard Heckmann is quite a remarkable individual with a brilliant talent for building a company into a real money maker. I noticed that he is the cover story on Profit Magazine. It tells the whole U.S. Filter story from the ground floor up. You might want to pick up a copy of the publication and read the story. I found it very interesting. I subscribe to the magazine but you probably can find it at your local bookstore. If not Profit Magazine's number is 760-202-1545. I believe they are located in Southern California.