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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (1946)	9/18/1997 12:05:00 PM
From: valueminded	of 78751

Mike: I also get good ideas from this thread. One that had been discussed earlier (which I am long) was Little Switzerland. Have you been following and if so what is your take on the string of "negative" announcements. i.e. delayed 10k filing, previous filings may have had errors etc. Based on the market reaction (which has been small) I get the impression that the stock is very strong (i know now i am getting technical ) But that was one of the characteristics according to Pring of a decent stock. - apparent bad news having little impact. Additionally, looking at the price to book / price to sales ratios and the possible privatization by Sturm and company, it still looks like a good deal. Appreciate your comments. thanks

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