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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (7516)6/9/1999 11:46:00 PM
From: Michael Burry  Read Replies (1) of 78666
 
And as far as BELFB
itself, it looks to me like it trades every day.


Classic.

BTW, does anyone here know how to value Lockheed Martin and the defense stocks?

Re: Compaq, I'm looking too, but I sense the recent insider trades are just for show. Dell is probably a category killer (low cost producer - tells you where I think the PC industry is headed) over time, and Compaq is the category leader that's getting killed, with a lot of room to fall. As for the insider trades, some of these guys are buying back just a tiny fraction of what they sold. After looking a bit, the best I can say about it is that there's a management change, an activist board, still the leading PC brand, and the stock is at 52 week lows that have been tested before without giving up ground.

Mike
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