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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (3096)	1/26/1998 12:30:00 PM
From: Michael Burry	Read Replies (3) of 78576

Looks like New Holland may be a way to play the next emerging markets boom/recovery? In any case, I am having a hard time staying out of the stock - just feel that if I am patient I might get it even cheaper. BTW, VO barely budged today at 33 and change despite Mario Gabelli's table pounding in the roundtable that the stock is worth upwards of $50-60. I guess the way he says everything is worth 10 times cash flow bothers me. Why not 6 or 7? And if 6 or 7, then what's the upside? Maybe the market agrees. Mike

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