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

To: jeffbas who wrote (5309)	11/21/1998 4:18:00 PM
From: Paul Senior	Respond to of 78596

Jeffrey: re: Wellman, WLM. Another very good possibility IMO. If it were to sell at 10-11, that'd be roughly half of book value. (per Yahoo). Also, psr and p/bv are at cyclical lows compared to previous few years. Sales haven't increased much though year-over-year for past few years. I'm not that familiar with "Fortrel" fibers business-- or recycling and the PET business or feedstocks thereto (We are talking-as you know - PET as in polyethylene terephthalate-- not pet as in little doggies and kitties. If we're drinking litres or quarts of Pepsi and Coke... we're pouring from those PET plastic containers.) A competitive business, but a business likely to grow, albeit maybe only a few percentage points per year. JMO. Paul