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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	9/2/2003 1:49:24 PM
From: Paul Senior	Read Replies (1) of 78805

NUTR: I'll start an exploratory position in this "manufacturer and marketer of branded nutritional supplements sold to health and natural food stores". The positives are documented in this Motley Fool article: fool.com I like NUTR's debt reduction, and I'm attracted to the decent profit margins and okay p/e. I don't like that sales are stalled: quicken.com This company may be in the midst of transitioning from a cigar-butt to a proper small cap company. I don't like though, that I'm stepping in now that stock already has had a good run from about $2 to about $10: finance.yahoo.com And of course, now the insiders are taking profits. The stock has stalled out, imo, over the past few months: finance.yahoo.com The stock moved up - as have most stocks - but now has come back down to about a point or so from April June level, on no adverse news. Given a market of so many good moving stocks, it's disconcerting to me that NUTR is a stock not participating (imo). (Mr. Market might be right in his assessment of the stock.) I'll assume NUTR's business is going to be at least steady (repeat customers), and margins will remain good, and debt get reduced. That warrants a higher multiple in this market than the current 9+, imo, and so I'll take an exploratory position. Paul Senior

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