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

To: Paul Senior who wrote (3995)	5/5/1998 1:25:00 PM
From: Broken_Clock	Respond to of 78476

YELL & SIMN are both good choices. Some thoughts: YELL... If the economy starts to slow, then YELL could benefit with its emphasis on Partial truckloads. YELL seems to have a handle on labor costs for the next 5 years(was the Teamsters contract ratified?).TA wise the chart looks very good. SIMN... Well below book value so has the possibility of a takeover(I'll tell my friend, his close friend owns WERN<G>). I would think that spring/summer is good for cooler triucks so earnings should improve if they can get drivers. Sounds like they are trying but getting unqualified ones(increase in accidents).