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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (3160)2/7/1998 5:59:00 AM
From: Jyoti sharma  Read Replies (1) of 78576
 
Mike,

You have a made a good selection in BMC. I bot this in last week of Dec. The stock has not done much in last 6 weeks. IMO the earnings turn around is still a few quarters away. Any one looking for a quick pay off will be disappointed. We will get some more bad news in the next two quarters. However I consider this a low risk stock with at least a double with in a year. I am looking to average down during the next six months.

Good luck with BMC.

Best wishes,

Jyoti
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