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

To: Scott Mc who wrote (3932)	4/28/1998 12:45:00 AM
From: Shane M	Respond to of 78465

Scott, RTI had not fallen through my screens for consideration. One of the requirements I have on the stocks I look at is positive sales per share growth for 3 most recent years and 12mm. RTI had massive negative SPS declines in time periods two and three years ago (37% and 79% declines respectively). With the exception of this criterion, I believe RTI would have deserved more of my attention. I believe I use a more quantitative approach than most here on the value thread. I have a fairly restrictive screen that has produced good historical returns over the past several years to limit me to perhaps 20 or so investment possibilities, and then I use my limited time to look into those options. I have to count on the screen to do alot of the work for me. Listening to the conference call helped convince me on TIMT. If aerospace demand remains strong as is expected, TIMT should do well given its dominant position in engines and its purchasing agreement from Boeing. That's the story that I've bought on TIMT; hopefully things will play out. Shane