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Author: chasemarmot Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 361  
Subject: bigguy59/cyclic downturn Date: 9/2/2001 1:17 AM
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bigguy 59 writes:


" I compared KEM and VSH several months ago. Ended up going with KEM. Both stocks are about
the same as far as valuation, but financially KEM appears to be in better shape with over $4.00 per
share in cash and a LT D/E ratio of around .1. Since these are cyclical stocks beginnig the down
side of the cycle, I thought the stock with the stronger financials was a better investment."

Your post makes me wonder: if you think KEM is entering its cyclic downturn, why on earth buy now? Seems like a recipe for losing money.
I'm looking into KEM and am hesitant for this very reason. What do you know that I don't?

Thanks,
Brandon
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