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No. of Recommendations: 4
3/19 From Barons:

Marty Whitman, portfolio manager of the Third Avenue Value Funds, would buy and hold stocks of companies that make cell-phone components for 3-5 years, like KEM and VSH. Whitman notes that the firms are "flush with cash and have good long-term growth outlooks." In addition, these securities trade at 7x-8x projected '01 earnings estimates.
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