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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (3366)2/27/1998 2:29:00 PM
From: Jurgis Bekepuris  Read Replies (1) of 78525
 
Michael,

You know that I am not a perma-bear. ;-)
I still find values with my strategy. I outlined it
in my post:

Message 3354453

It's buy leaders - or Buffetized Superstocks - at low PSR.
Sell at high PSR.

Of course, this strategy takes me into the most controversial
stocks like NKE.

Unfortunately (or fortunately) my sell levels are achieved
pretty fast in this market, so I have to find other buys
or hold cash. I also have to sell the controversial stocks
where the fundamental picture does not go the way
I was estimating. This does not contribute to long-term
holding style, but I am unwilling to hold highly-valued
stocks.

Having told all that, I am still 100% invested and
I still have a list of stocks at buy levels (take a look at
SMTL and WFR). So it's either not as bad as it seems, or
I am overly optimistic. :-)

I don't think you've been a perma-bear either.
You made a number of good calls even though I did not
participate in any of them. TBR was the one that I liked
most. So once again I wouldn't get concerned about
the eminent crash if you are comfortable with the valuations
of stocks in your portfolio.

Good luck

Jurgis

BTW, does anybody have suggestions for leaders
in aero-space and telecom infrastructure sectors.
<1.5 PSR, < 0.5 debt/equity preferred.
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