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


To: Michael Burry who wrote (7729)7/13/1999 8:41:00 AM
From: Wallace Rivers  Read Replies (1) | Respond to of 78497
 
Anyone familiar with Central Garden & Pet (CENT), which got crushed yesterday with the loss of Scott's contract in the fall? It's trading about 9, BV north of 20 (don't know what book consists of), does have debt on the books, but does not appear to be overleveraged, and increased its buyback yesterday. Any thoughts from the thread on this as a value play?
I must admit these figures are from Yahoo thumbnail without DD, so caution with that. Thank you, Wallace.



To: Michael Burry who wrote (7729)7/13/1999 8:55:00 AM
From: Mike 2.0  Read Replies (2) | Respond to of 78497
 
Re: coffee futures, let's just say I got out with the shirt still on my back.

I guess that means you got your pocket hand-picked by Juan Valdez. :-) Ugh, unless you are a certain NY carpetbagger, stay away from commodities! JMO...