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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (7465)	6/8/1999 8:59:00 AM
From: jeffbas	Respond to of 78652

A catalyst for me is something that I can see might happen in the next year to change the perception of a company from a glass half empty to one half full. Given the pricing I like to have on these, the expected result is a 50-100% gain. On NH, for example, I saw two potential catalysts -- if the industry did not lose as much money as the stock prices predicted, or we got an uptick in commodity prices (temporary or not). On SCS, of course you were joking about something 5 years off being a catalyst. But that company forecast of sales and operating margins 5 years from now is what caught my attention and, if they do it, the stock will be a triple as Jim says. However, because of the stock ownership situation, I will probably require an exceptional price to buy it, not just a very good one.