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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	11/28/2003 12:40:00 PM
From: MCsweet	of 78669

A couple of microcap value stocks for those who dabble in such things JLMC --- Maker of wedding accessories. Trading just above book. PE around 8.5. No debt. Lack of trading interest (+ve contrary indicator in my opinion). ISRL --- Oil/gas producer. An Israeli company, but majority of reserves in US. Strong balance sheet/earnings I think, even factoring in related-party investments/earnings that are questionable (lots of cash, marketable securities plus decent cash flows from wells in US). Negatives: Had recent unsuccessful well in Israel (see Yahoo board) that I am guessing could lead to a significant writedown in investment in affiliates. Hard to get information on this one and usual complaints about bad management ... Comments/criticisms welcomed Thanks MC

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