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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?

To: Axel Gunderson who wrote (683)	8/27/1998 6:27:00 PM
From: kahunabear	Read Replies (1) \| Respond to of 1722

Axel, Thanks ! At first glance, I like the list. I will do some due diligence. WS

To: Axel Gunderson who wrote (683)	8/28/1998 10:33:00 AM
From: Boyd Hinds	Read Replies (1) \| Respond to of 1722

Axel, thanks for your list of stocks. I am familiar with Snap-On tools in that they are a competitor of one of my favorite micro-cap stocks P&F Industries. (PFINA:Nasdaq) If you're interested, I can post some more information.

To: Axel Gunderson who wrote (683)	8/28/1998 10:53:00 AM
From: Berney	Read Replies (2) \| Respond to of 1722

Axel, My Input On Your Dirty Dozen PE FA S&P 99 EPS SYMBOL 8/27 SCORE RATING PE CTB 10.0 7 A 8.2 NLC 13.4 6 A 12.2 ACK 10.7 5 B 8.0 AUT 12.9 5 A 10.8 DE 7.9 10 B+ 7.1 SNA 12.3 8 B+ 9.5 LIZ 10.2 7 A- 8.6 TOY 11.7 1 B+ 10.0 BT 11.4 7 B+ 9.0 ADBE 12.4 8 B+ 10.1 CA 32.6 6 B+ 11.5 PMTC 24.2 11 B+ 10.9 MEANS 5 YR LOW PE In the S&P system, a B+ is an average rating. The most interesting stock to me in your group is PMTC. Clearly, the stock has gotten clobbered lately. Yet, in July, all 10 of the top 10 mutual funds that own the stock were buying and buying big. They added 10% of the outstanding shares to their portfolios. This is a very large monthly change from my historical observations. In addition, look at the 99 PE. Folks are expecting some big things from the stock next year. BWDIK Berney