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

To: Paul Senior who wrote (5989)	2/8/1999 8:48:00 AM
From: Mike 2.0	Read Replies (1) \| Respond to of 78782

Paul & All: TMO, BTGI, UWR thoughts Paul, I assume you disagree with TMO's level of exposure/vulnerability in Asia (AFAIK that was a key reason for the co's underperformance in 1998). Also restructuring (at least acc'g to VL) is moving slowly and no spinoffs or acquisitions are planned until it is completed. Here too, if your perspective on TMO is different and more favorable pls post your counter point. I believe TMO also has a convertible issue with a nice yield right now. With TMO's $1B in cash maybe that is the way to play a TMO turnaround. Also to all, any thoughts on BTG (symbol BTGI), IT consulting firm, heavily weighted towards IT for Fed gov't). There is an SI thread and I'm doing DD now. The stock appeared in Worth-March 99 as a stock recommended by mgr. Of Heartland Value mutual fund ("What they are Buying" section). The mgr. says BTGI is selling at 10x 1999 forecasted earnings (!). Any thoughts on this one most welcome. Finally speaking of value I am considering United Water Resources (symbol UWR) as the next strong candidate for acquisition in the public H2O business. The co. has water ops in several states, is turning its business around, and recently raised its dividend for first time in years. It seems to be a similar profile to Consumers Water Co (CONW) which will merge into Phila. Suburban (PSC; another water utility on the move) this quarter. And in the meantime UWR is yielding 5% or so. Thanks all Mike