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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (7607)	6/28/1999 12:15:00 AM
From: Q.	Read Replies (1) of 78644

Michael, re. CHB and CMH, you are correct and I was wrong. CMH has a bigger market cap. Fortunately, I can pass the buck to MarketGuide, which lists CHB as the largest in its sector. yahoo.marketguide.com MarketGuide lists CMH in a different sector. I didn't notice this until you pointed out my error. Both stocks have approximately 9 or 10 analysts who make estimates, so I still think my point, that the industry is not under-followed and therefore not in severe need of a 'catalyst,' remains true. I still like CMH better, because of the less-attractive balance sheet and cash flow for CHB. Otherwise the two are highly correlated and there is little to distinguish them.

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