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

To: Tomato who wrote (439)	10/18/1998 2:28:00 AM
From: James Clarke	Respond to of 4691

re: USU That's USEC, and it is still among my favorite stocks. Regarding your posts, I'll give you my two point case. 1. Yahoo's numbers are completely wrong. I don't know what financials they are looking at. 2. This is not a Buffett stock and does not belong on this thread. I do believe it is a great value investment and if you look back on the Value Investing thread from July 15-30 you will find a fantastic give and take on this stock. JJC

To: Tomato who wrote (439)	10/18/1998 2:33:00 AM
From: James Clarke	Respond to of 4691

The Peter Lynch draw it with a crayon story on USEC ($14) is this: The government was the seller at 14 1/4 in July with no regard for price. The business is a free cash flow machine with little correlation to the general economy and the stock pays an 8% dividend. If you'll give me one more sentence, there is a hidden asset on the balance sheet worth $7-10 a share which has nothing to do with current earnings. If you want to pursue this one further, the Value Investing thread is the place. This is not a Buffettology stock.