SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: James Clarke who wrote (7655)7/4/1999 3:17:00 AM
From: Michael Burry  Read Replies (2) of 78765
 
this weeds out much of what you're finding - cyclical companies that have had a great five year run but which got murdered in the last recession

Huh? That isn't what the screen found. JLG and CXP I'll give you. They're definitely cyclical. NVH and MAIR maybe, but there's definitely a big growth component as well. Tidewater is going through its own recession and is still profitable. Fair Isaac is as consistent as they come and one might argue that a recession with increased credit risks could help them. The others are hardly big cyclicals. I find software and consultying cos punished because of the Y2K lull, clothing, a new industry in PPD, a lottery company, and health supplement concerns. Maybe you saw a few cos and made a quick judgement. But this screen did not produce a list loaded with cyclicals. If it did, I wouldn't feel the need to post it or publish it.

BTW, you're an institution. Read my disclaimer. I give that you have greater screening capacity than me. I don't have easy or free access to quality 10 year or 20 year databases. I might use them if I did.

Hon and Herman Miller aren't cyclical? Somebody'd have to convince me. Payless may be good in a recession, but it doesn't look like they're doing so well in a boom time. Lancaster fails my growth tests otherwise it'd be on there.

Mike
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News