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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (1954)9/18/1997 5:20:00 PM
From: Jurgis Bekepuris   of 78742
 
Michael,

Do you have any opinion about UM? They dropped down
a lot because they lost Baxter sales and
their other lines were not growing fast. However
the company is a cash cow - the margins are high and
cash flows are positive. They bought back about 25% (?)
of shares.

It's not very cheap, but I doubt it will get cheaper. :-)
What I am wondering about, is whether they have future
and how much growth is in that future. :-)

Good luck

Raimondas
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