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

To: Jurgis Bekepuris who wrote (4883)	8/30/1998 4:00:00 PM
From: Demetre Deliyanakis	Read Replies (2) \| Respond to of 78618

As a Canadian Value Investor, I think that the Canadian Oil & Gas stocks such as Renaissance Energy (RES.TSE) and to a lesser extent Talisman Energy are good buys at these levels. I also own shares of Molson Class A (MOL..A.TSE) a Canadian brewery. Canadian bank stocks have fallen sharply in the last few months. I think are becoming attractive,but it's too early to buy them. The U.S. stocks I own are Phillip Morris (MO) ,Wendy's International (WEN) , and Pepsi (PEP). The stocks are not undervalued compared to a Ben Graham model, but they are undervalued relative to their competitors . Any comments? .