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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (4461)7/23/1998 3:47:00 PM
From: Jurgis Bekepuris  Read Replies (1) of 78740
 
Michael,

>I take another look at ELY every so often. Those inventories and
>AR numbers are just atrocious. The PE will expand as earnings
>crumble, and, like Nike, is another case of 3-4 boom years
>the may or may not be repeated. Too much risk for me, a la Nike.

Agreed. Personally, I prefer NKE & ELY over WWW.
But they are definitely risky - I am aware of inventories,
AR and other factors mentioned by Wallace. I have a position
in NKE, and may buy ELY.

I don't like the rising .37 debt/equity of WWW.

BTW, Buffett just bought another company for stock:

biz.yahoo.com

Good luck

Jurgis

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