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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (3618)	3/24/1998 4:31:00 PM
From: Madharry	Read Replies (1) of 78576

Some of these investments are looking more and more like tulips. I still have 't figured out how banks can be worth what they are selling for today. Notice how everybody is now talking about relative valuations? Although I am afraid of technology stocks, TSEMF looks awfully cheap, with little and debt and about half the stock value in cash. Deswell and Elamf still look cheap. I still like Unibanco and Telebras. And am still looking for a cheap oil stock any suggestions Speaking of which I would appreciate any comments by people who have researched LUKOIL and Rostelcomm. Thanks

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