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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (9027)	11/27/1999 1:00:00 AM
From: Paul Senior	Read Replies (1) of 78611

Mike: restaurant stocks. Yes, OSSI seems to be the best growth play among the chains that I see. Seems to have the best growth to stock price prospects. Maybe Diageo (DEO) (Burger King) might be attractive on a value basis. (I don't follow it though.) I've eaten in a couple of Il Forniaos. One tonight actually. And have tried more than several of their pastries in a couple of their bakery shops in Rome. (Italian business is separate from USA's ILFO restaurants.) I'm not able to correlate my palate with a potential stock performance -g-. I'll monitor ILFO same store sales. You are possibly very correct in your statement, "I don't see any need or urgency to go back". Seems to me that many of these chains grow sales and earnings by increasing number of stores plus using some tricky accounting. Stock goes up for a while then craters when the game is suddenly over. Right now though, the ILFO balance sheet looks good to me. Ciao, Paul

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