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Strategies & Market Trends : Brand Name Values and Turnarounds

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To: Michael Burry who wrote ()7/2/1999 8:46:00 PM
From: Peter O'Brien  Read Replies (1) of 82
 
fwiw, here are two more ideas...

TOPP - Bazooka bubble gum, collectible cards

TACO - "Taco Cabana" Mexican restaurants; this is
not a national brand, but it's a pretty big
regional one, especially in the southern states.

In each of these cases, the "turnaround" appears to
be well underway, but there may be more to go.
Investing in these turnaround situations can be
pretty frustrating, and sometimes I think it's better
to wait until a reversal has actually started rather than
try and pick the bottom (even if this means you aren't
buying at the lowest possible price).
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