Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Burry who wrote (4471)	7/23/1998 11:21:00 PM
From: Scott Mc	Read Replies (2) of 78705

Mike, good to see you back, hope the move went well... Great discussion between James and you on USU, the only thing missing(I dont have the prospectus) is what incentive is their to management to increase value? Reminds me a bit of when CNR was taken public in Canada a few yrs back, no one wanted to touch it at first... Mike, any comment on Phycor? The convert looks very cheap at $74 and from what I know of the company its a quality act, trading 2/3 book and PS/r of 0.5 I own some of the converts looking to increase it.. Tech Value: I'm looking at ANET seriously, I believe the purchase recently of Bay by NTel has raised the bar for other companies such as Ericsson. A potential target could be ANET, never the less its cheap trading at 7 3/8 its under book value, PSr 1.2 and $5 a share in cash...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next