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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	5/28/2003 7:06:25 PM
From: Paul Senior	Read Replies (4) of 78764

At least a few people here made good money on Hollywood Entertainment a couple of years back after it was discussed here under $3 (perhaps it was at $1-2) because the stock subsequently rose to over $15. I see from a Reuters 5/22 story that, "...James Chanos of Kynikos Associates said investors should short video retailers Blockbuster (NYSE:BBI - News), Hollywood (NasdaqNM:HLYW - News) and Netflix (NasdaqNM:NFLX - News)..." Perhaps the model for these retailers is now broken? I ask because I bring to your attention another in the sector, TWMC: biz.yahoo.com The stock's at $3.20 with $5/sh. in cash and very little debt (according to Yahoo, and I haven't looked at lease commitments, if any). I see there's a large buyback plan that was announced today. Anyone here have an opinion to share on the sector or stock? Paul Senior (I've put it on my watch list as a buy-below-cash possibility; I own no shares)

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