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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (8119)9/1/1999 7:32:00 AM
From: valueminded  Read Replies (1) of 78817
 
Michael:

A few thoughts fwiw. Bought into ORI about 1 week ago at about levels its at now. Con: bad time in business cycle (but I feel that is reflected in stock price), and some insider selling although at higher levels than currently trading at. Pro's are: 3% relatively safe yield, good balance sheet, price less than book & no debt. Trades at the low end of the P/S, P/B, P/E for this line of businesses and is considered a possible takeover candidate although you can't take that to the bank.

Not to say it can't go lower, but I started testing the waters here and will get very aggressive if it drops to the 10-12 range.

In terms of retailers, you may want to put JCP on the watch list. Deducting out the Eckerd subsidary and what it should get in a spinoff means you get the business on the cheap.
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