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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (4250)6/9/1998 10:35:00 PM
From: Michael Burry   of 78634
 
I just did a dividend/payout screen, which is up at my site. Boy, thought the pickings would be bigger with all the carnage in individual stocks, if not the indexes.

Re: Tupperware, I looked and looked over the same time he must have
been buying. I refuse to buy now just because he did, but I'm intrigued. I'll try to understand why. It kept popping up on a large percentage of my value screens, but it seemed you had to have confidence in the brand name for it to recover. And I didn't. Maybe I grew up in the wrong era to appreciate it. Just another example of why Buffett's feats are probably irreplicable.

Re: Gap, my wife has been telling me to buy the stock for 6 months now, especially with the Old Navy division apparently booming. Seemed rich. Yet another reason I cling closer to Graham than Buffett - there's too much to the latter I don't understand.

Mike
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