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Strategies & Market Trends : Value Investing

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To: Ron Bower who wrote (2010)	9/28/1997 1:21:00 PM
From: Paul Senior	of 78702

Ron,....oops... inadvertently erased a post to you. Here's the gist of it: We need the orginal posters to give us their thoughts. Each of us has his/her own idea of a value stock. Meanwhile, I checked PRMO thread for Mar '97. Mike Burry posted some financial info. (almost $5 in cash for the $6.50 stock). But from other posters, I agree w/you; they didn't see compelling reason to buy the stock either. TLC thread posters - on the other hand - were pounding the table for a buy. TLC had a lot going for it. Also, a lot against it (tons of debt,unexpect lower sales). CMH looked good (to me) compared to its past numbers. A growth stock (IMO) that stumbled. A bet on mangement and the mobile home (and financing) business. (I wanted to wait until 1-2 points lower - never got there and so I missed the up move.) Do you have a war story from that time period (Mar. '97)? Paul

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