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

To: Paul Senior who wrote (4402)	7/10/1998 11:54:00 PM
From: Shane M	Read Replies (2) \| Respond to of 78753

Paul and thread, Empirical evidence concerning trend in acct receivable as % of sales: pathfinder.com Shane

To: Paul Senior who wrote (4402)	7/11/1998 2:13:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 78753

You wasted your time. I don't know many small cap value stocks that have a thread on SI, unless they are "busted" stocks. A better example is one I have commented on here, CALM, which evidently was a mistake, but continues to execute their stated strategy. It is one of those which I feel very comfortable owning long term but have given up hope for the short term, so I don't even follow it on a regular basis.

To: Paul Senior who wrote (4402)	7/11/1998 11:20:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78753

And speaking of dividend and value, does anyone have an opinion on Weyerhaeuser (WY)? Ratings (stars) cut by S&P(they say avoid), Asian exposure...at yearly lows. Investors in it now must be feeling some pain. Still... WY is the largest private owner of softwood lumber in the world. They have never cut dividend. Inside ownership about 12%. This stock is looking like a great fit for me for portfolio inclusion based on a relative dividend model. I've been waiting more than a year for the price to come down; somewhere around here ($40+-) I will likely start a position. Anybody looking at WY? Paul Senior