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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (5349)	11/29/1998 1:21:00 AM
From: Shane M	of 78670

Mike, I have the oils on a watchlist but am unsure whether I'll devote any $. A stock that is interesting to me in the group, along with TDW, is GIFI Gulf Island Fabrication. PE@ 6. A friend at work w/ some contacts says they're still having to turn away business. Here's a link for a recent earnings report quicken.excite.com Shane

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