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Strategies & Market Trends : Value Investing
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To: Michael Burry who started this subject3/22/2001 9:51:44 PM
From: Blue Voodoo  Read Replies (2) of 78719
 
New suggestion: CATS Catalyst Semi
price/book 1.6, PE 2.3. I believe about 10% of earnings is tax loss carryovers that are done, and certainly the industry decline will hit them, but at these prices this looks like super value to me. Would love to hear other's analyses.

PS I believe I was the first to suggest KEM to this thread, when it was at 14 last fall.
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