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

To: James Clarke who wrote (1542)	5/27/1999 12:27:00 PM
From: Fredman	Read Replies (2) \| Respond to of 4691

Eaton - Car parts biz ? a beaten up sector, i like Dana Corp here too. This would be an opportunity to 'log' Eaton stock today and see where we are in 5 years.... ANYWAY: i might have to go look at it more. The problem i have with car parts is the same i have with some Oil drillers - you don't know who is getting contracts renewed, cancelled, or let lapse. If 'Joe DoorKnob company' looks good, and they do nothing but right side door knobs for Chevy, and their contract with Chevy is expiring next month, how do we know this ? What else can they do ? yes, i know Eaton is much much more than Car parts. I don't know anything about LANC. (P.S. - it IS working in this medium, you just don't know it...)