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Strategies & Market Trends : Value Investing
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To: Michael Burry who started this subject9/25/2003 12:19:29 PM
From: valueminded  Read Replies (2) of 78918
 
Paul/Others:

Opened a position in Tupperware today. I like the company, modest debt position, 5 year lows (which is one more reason to like it) Insider buying. Good brand name and beginning cost cutting. Also, dividend is decent, although given the propensity for companies to look at that as low hanging fruit in the quest to reduce cost, I am not sure how long it will stay at this level.

Closed positions in Bamm, TSN and speculative EBIO.
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