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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (3039)	1/14/1998 11:05:00 PM
From: Jyoti sharma	Read Replies (2) of 78644

Michael, I agree TBR is a good stock and may have a great future. The numbers also look good. There is only one problem, if and when the US market corrects this year TBR will tank along with all other Latin American ADR's. I also do not consider Brazilian market a great bargain now. Asian markets have already corrected 60-80%, Latin American markets are yet to have a correction. My entry price for TBR will be below 70 and I think it might trade below that level this year. BTW Mike I am a telecom consultant, understand telecom markets and their growth a little more than an average guy. I feel a lot of projections on TBR growth is typical enthusiastic projections of analysts. I do confess looking at TBR last June trading around $ 76 and passing it. So I am not a very good judge of value. Because of my telecom background I look extra hard at telecom companies. On the other hand of the ten or twelve telcom stocks I bot over the years, I did not make any mistakes. Best wishes and regards. Jyoti

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