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Strategies & Market Trends : Value Investing
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To: Michael Burry who started this subject6/4/2002 11:26:00 PM
From: MCsweet  Read Replies (2) of 78745
 
Updates of recommendations

ISTN and PRTS have done well. ALPH and SOFN are disappointing me. The jokers at SOFN have sold off their core business, yet they are wasting my time and my money.

I haven't seen any major problems with ALPH except that Tech is continuing its slide. Anybody have thoughts on ALPH? At $1.75, it is selling for less than 1/2 cash value, and earnings are likely to be -$0.25 to -$0.40 for the next year.

Thanks in advance for comments

MC
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