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

To: Paul Senior who wrote (3642)	3/25/1998 9:08:00 PM
From: Paul Senior	Respond to of 78481

FWIW: selling IAD,CSTM, WBB, buying FDY Reducing positions or selling entirely, the following stocks I posted on here earlier: Inland Steel, Del Webb, Global Motor Sports (was called Custom Chrome when I mentioned it -- big Harley Davidson aftermarket business.) All three stocks have received, or are in the process of getting, buy-out offers (for IAD it's partial, I believe). Putting funds now into FDY which is Atchison Casting Corp. An aggressive consolidator in a fragmented business. Earnings down this quarter, stock is at its year low, but also now selling at its bv of about 15.5. Okay (IMO) psr. Debt./eq. will move higher as they continue acquisitions. ROE (per Yahoo) is at 10%; it's low, but I'd say okay given their on-going focus on acquisitions. Paul Senior