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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (7520)6/10/1999 12:31:00 AM
From: Paul Senior   of 78670
 
Mike: I am referring solely to CMH. The capital structure of CMH has changed with the addition of substantial debt -- 220+M in LTD in 1998. So of course, an analyst will want to consider this in ROE and PSR evaluations -if the analyst thinks it's important. I say it's irrelevant at this point. It is not a valid reason to disqualify CMH as a value stock. Which it is. And I'll continue to use 16% ROE as a valid descriptor of management effectiveness.
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