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

To: Kent J. Davis who wrote (3736)	4/2/1998 11:43:00 PM
From: James Clarke	Respond to of 78526

Ucar is not high priced, but it certainly has high leverage which is about to go much higher. I posted on this a few weeks ago and was right, there was another shoe to drop which dropped this week. Wall Street analysts who had buys on the stock at 50 and holds at 30 now have buys on it again. Be very careful with this one. It may be an outstanding investment, but don't buy it on the multiples. Make sure you really understand the issues - and they're complex.

To: Kent J. Davis who wrote (3736)	4/3/1998 2:14:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78526

Kent: you are welcome, I think -g-. Perhaps I should list out all the stocks I own that I am having trouble with because of earnings declines and you can find some more gems -g-. And I've got a big bunch too. (like WDC, APM, DRKN, ATXA,for starters). WES will test my thesis that it has been impossible to lose money (hard money, not opportunity costs) in banking stocks in the past few years. I may have to start saying "in general" or "on average" -g-. Paul Senior