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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (3668)	3/27/1998 12:42:00 AM
From: Michael Burry	of 78666

Jurgis, ALR is one of those small cap ultra-value stocks by the numbers, but with a big negative that somehow got cut out of my last note. They basically sell to a very few customers. That's it. It's a risk, but balanced by the backlog greater than last year's sales. It's not so much a cyclical problem as it is a customer concentration problem. Haven't bought HWP yet. Refac just ticks a lot of people off, including me, but I can find no reason for it falling all the way back to 9, just as I don't know why it went to 16. I need to do more digging into recent events. Mike

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