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Strategies & Market Trends : Value Investing
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To: Michael Burry who started this subject4/14/2003 3:59:38 PM
From: Paul Senior  Read Replies (1) of 78670
 
Beginning an exploratory position in MMS. They service state governments. Somehow, at some point, the states and local governments will have funds again to let contracts. Meanwhile, MMS, has on-going business, no long-term debt and cash enough to hold on. (imo, of course).

Stock price has come down and p/sales too, to an attractive enough level for me to begin a very small buy.

biz.yahoo.com
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