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

To: 18acastra who wrote (6588)	4/5/1999 10:43:00 PM
From: Walter in HK	Respond to of 78663

Applied Power looks good. Down from 38, with reason I think, because they bit off big chunks, took on a lot of debt and have to integrate alien cultures. But they looked well managed in the past. The question is, did success go the CEO's head ? His past experience does not seem to include buying and successfully integrating such large chunks. The Yahoo! Board of the last 2 months (for what it's worth), which I looked at for a clue on the drop, gives some signs of unrest, possibly greater than there should be. BTW Carrol the Treas bought a little stock at 30 - 38, so he must have felt good at the time. APW seems worth thinking about some more ..... Walter in HK