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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (7037)5/4/1999 5:31:00 PM
From: Ron Bower  Read Replies (1) of 78470
 
Mike,

Appreciate the improvement in DSWL's price, but it's JWG that's making my numbers look good. I posted it on the thread about 10 days ago after I bought at $12.375. Went over $17 today before profit taking at the end. Hot value stock in a hot sector. Still selling at slightly more than the cash they'll have and well under BV.

FWIW,
Ron

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