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: Paul Senior who wrote (5921)	2/1/1999 10:26:00 PM
From: Michael Burry	Read Replies (2) of 78481

Thanks for noticing the stock of the month, Paul. It's Theragenics, for anyone that cares to go read about it. I rarely recommend medical stocks, but this one I'm confident in. Re: MWY, I'm about to sell something to put more money into it. I saw the Street.com article, which parallels my thinking to a T. Glad to see Nicastro comment like that. One could argue it's more of a contrarian pick than a value pick, but I have to agree with Nicastro. My only worry is that the market will dump the shares so low that the insiders and Redstone will be able to take it out with a low-ball offer, a la Swisher. One negative thing about Nicastro's comments: he conveniently ignores the growth aspect in his comparison with Acclaim. Either there's growth to come that he knows about and we don't (and is not factored in the stock price) or he's being a bit slimy and using the article for PR. Good investing, Mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next