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Strategies & Market Trends : Value Investing
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To: Michael Burry who started this subject4/5/2002 9:53:20 AM
From: 249443  Read Replies (1) of 78911
 
A couple of ideas:

1) One stock I have been buying (interesting volume activity) is "AOC". "AON" will be spinning off "Combined Speciality Corporation (CSC)" this spring -- most likely in May. Check out the recent volume levels. Due to the new accounting standards, the expected EPS should be $2.50 for 2002. I am figuring a $2.20 figure based upon management & pre-2002 accounting standards. This equates to a current 16-multiple -- without any premium for the pending spinoff & possible accretive earnings. I am hearing a lot of good things about the spinoff.

2) I am buying TSCM based simply on their revenue generation. Their new product, TSCM Pro, charges $2k per year with close to 200-signups (according to the conference call) on the first day -- prior to anyone knowing what this product would look like (soft dollars can be used to purchase this product). Hedge funds are paying $30k per year. Company is offering a number of pay-for-products. The company is also increasing their enforcement a one-user policy for subscriptions.

3) "G. Willi-Food International" is an Israeli-based food importer with approximately a $13 million market cap. The company has over $8 million in cash & marketable securities & profitable -- selling at a low free cash flow & p/e multiple.

4) "Ambassador (AMIE)" currently, after their recent spinoff, has more cash than the current price @ $8.50. The company has, in the past, been very creative in using money to build up the business. The old Mr. Baseball commissioner PeterU & his family have run this company out of Spokane, WA. I sold off the more enticing & sexy spinoff & kept this boring, low-margin business.
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