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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	12/20/2000 5:34:27 PM
From: rjm2	Read Replies (2) of 78535

Microcaps are being thrown out with the dot.coms. An amaxing number of smallcaps are trading at FRACTIONS of book value & even net current assets & cash. Others trade at low single diget p/e's. I have been doing selective buying... AVCC $1.50.. $3.96 book, $1.67 NCA. DATA $2.75... $4.42 BOOK, $4.00 CASH. EDIN 69 cents $2.46 book, $1.32 NCA ONSS $1.56... $1.71 Book, p/e of 3.7. NICH $5.15...$6.29 BOOK, $6.14 NCA, p/e of 2.9,32% yield. COHT $2.34...$2.55 BOOK, P/E OF 6. Nice track record.

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