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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (3750)4/3/1998 12:03:00 AM
From: Michael Burry  Read Replies (1) of 78525
 
Forget the screens - you've got to THINK.
Amen. BTW, I do have a new screen up at my web site
that uses P/B, P/S, and historic PE. But it's
worthless if there's no thought into the listed
companies.

Speaking of book, Swisher (SWR) has been absolutely
hemorrhaging in recent days and has fallen below
book value. Poor timing on my part, but I'm certainly
not selling. And it's cheaper for anyone else out
there that is interested in the stock. I know about
the debt, but it covers that interest easily. If
anyone sees something horribly wrong that I'm missing,
let me know.

Mike
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