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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (1946)	9/18/1997 10:52:00 AM
From: Jeff Maresh	of 78744

Hi Mike - I'm running dry lately on my type of values stocks. Paul Senior's NCR pick looks good. I posted my opinion on the NCR thread and I am buying. Fisher's time-tested method of buying bombed out tech stocks has been working well. The problem is that tech hasn't had real rolling corrections like they had last year that created real bargains. Disks are down right now but it isn't that deep a correction. A good play here is KMAG that owns 40% of the world market in thin film media (ie. what data is stored on in disk drives). However, it doesn't fit Fisher's model because the PSR is still too high. >I get at least 3-4 good ones/couple weeks here, another >3-4/mo from screening exercises, and a >few/mo from online mags/interviews with experts. Regards Jeff

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