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Strategies & Market Trends : Super Stocks

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To: Paul Senior who wrote (262)	12/29/1997 12:14:00 AM
From: Michael Burry	of 269

I still have faith in the Super Stocks model (I still can't find fault with the logic), but only so far as I am able to evaluate management. I think we have seen a weakness, though - PSR's of 0.75 on former momentum stocks easily become 0.50 or 0.30 in a down market. So how to pick the best price? Alas, Graham, Klarman and the others are needed here too - surprise surprise! Margin of safety, margin of safety... I must chant this 10 times every night.. I can't wait to get my MarketGuide Data tomorrow and run my next Super Stocks screen - the first in 2 months and it should show some interesting stuff. Good Investing, Mike

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