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

To: Paul Senior who wrote (3446)	3/4/1998 10:57:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78552

re: HDCO Started a position in Hadco - an outsource supplier of printed circuit boards. Stock should be able to do okay in next 18 months. Aggressive management and low price to earnings -- I actually believe -based on my limited knowledge of PWBA manufacturing -- that they will have - at some point - decent earnings, and sell at more reasonable multiple than 10 which analysts seem to be currently projecting (per Yahoo)for their expected earnings. My guess is top reasonable value I'd pay today would be about $54 --- stock's come down --actually it's bounced around -- to about 46 today. Anyway, that's my opinion now -- before tomorrow am, when the market crashes because of low INTC earnings and takes stocks like HDCO down with it :>(