Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Burry who started this subject	8/4/2003 11:47:29 AM
From: Paul Senior	Read Replies (3) of 78739

Buying WLM this am. Cigar butt(?): Always lousy ROE. And just such a fun and glam. business being a manufacturer of polyethylene terephthalate packaging resins. I'll characterize WLM as a revision-to-mean play. Stock's near its five year lows, and if the business is cyclical - as it has been (but may not be now) - then I'd expect stock to be performing closer to its historical p/sales numbers. That would see the stock ($9+ now) somewhat closer to its stated book value ($13.65). I'm guessing maybe some point in the next 18 mo. or so. yahoo.multexinvestor.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next