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Author: TMFTwitty Big funky green star, 20000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 29  
Subject: ITT: Risky, But Cheap Date: 7/14/2004 3:49 PM
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http://www.fool.com/News/mft/2004/mft04071417.htm?ref=btp
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Author: ValueSnark Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 16 of 29
Subject: Re: ITT: Risky, But Cheap Date: 7/14/2004 6:15 PM
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Value pro's DCF calculator values ITT Ed. at $51/sh. using a modest 15% growth rate. The company generates loads of cash. As Rich Smith points out, ITT has a nearly 50% ROE, the highest in the industry.
There is no indication that either the investigation or the resignation of Mr. Waddles have affected ITT's operations.

VS



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Author: ValueSnark Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 17 of 29
Subject: Re: ITT: Risky, But Cheap Date: 7/15/2004 3:21 PM
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Blum Capital Management bought 9% of the ITT's stock from May 17 to June 24 at prices ranging from $35.25 to $40.63. On their website they say that "[o]ur instances of capital loss have been rare relative to our total assets under management."



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