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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (5620)	1/1/1999 11:01:00 PM
From: Allen Furlan	Read Replies (1) of 78742

If you believe in contrarian plays and the likelyhood of January bounce of beaten up stocks, then review sunbeam(soc). Have to believe Thursdays bounce caused by the oversold factor. On a different subject, I dont believe thread has ever discussed buyout value plays. In particular I am intriqued by Carr Gotstein(cgf). Safeway has resources so financing is not problem. Also believe the deal should pass regulatory muster. If completed in late April the 12.5 cash buyout represents an annualized yield of about 40 % compared to 11 dollar price. I have positions in both cgf and soc. Final point on the amzn short discussion. For the less ambitious(ie greedy) a short sale and short put will let you sleep better and will provide a small modicom of staying power should the stock re assume assent.

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