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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (3558)3/20/1998 10:45:00 PM
From: Michael Burry   of 78639
 
I added to SWR today. Analysts just upgraded Consolidated
which is the worst of the three big cigar cos and is Perelman
controlled and in massive debt. SWR will only be hurt minimally by the
fading cigar fad since it's mass market not pure premium. Glad
to see someone else interested. Even my wife hates me for liking
a cigar stock - we talked about it again at dinner. That high
ROE should be halved since it has a D/E of a little over 1, but
even halved it looks good. Last year's story was "yay cigars"
and this year's story is "cigars were last year's story" which
I think of as positive.

Thanks Paul for making me diversify my holdings - going from 4-6
stocks to 10 or so has helped a bunch.

Mike
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