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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (4510)7/27/1998 9:52:00 PM
From: Michael Burry  Read Replies (2) of 78702
 
Oh, we won't die. And Jean-Marie isn't one of the traitors. He just
commented that there is a choice being made right now by value investors whether to stick with it or go go-go. He is an exceptional
manager.

Speaking of exceptional managers. Gabelli has continued to add to
its General Cigar all the way into the 8's. Now that is a committed
institution, and he owns over 21%. He has access to management and knows the financials. At book now, MPP is one of the best values out there IMO. Just wish I hadn't bought at 10 3/4 and then again at 9.

FWIW, the MarketGuide StockQuest screening tool, which I like
because of its customizable variables, is now evidently free.
Try it at marketguide.com and tell me if you get stopped for
lack of payment. I didn't. I'll post a new value screen
on my web site soon - I have a hunch there's going to be a bunch
of them.

Good investing,
Mike

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