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

To: Madharry who wrote (7979)	8/6/1999 1:53:00 PM
From: John Stichnoth	Respond to of 78817

Armin, The LOR thread, and the GSTRF thread, are active with well-informed posters.(You've already visited, I expect, but just in case). While I don't think either qualifies as a value investment, I think they have appeal as long as you aren't too risk averse. fwiw. Gook Luck. Best, JS

To: Madharry who wrote (7979)	8/6/1999 5:44:00 PM
From: Michael Burry	Read Replies (3) \| Respond to of 78817

Today I raised a bit of cash, stepping aside of some of the American Power fallout, at the same time buying a bit more Tricon Global. Situations I'm watching include: Mattel: getting ready to touch old lows; a low risk buy at those levels, with a quick sell stop at any new low Philip Morris: moving towards its lows again; same deal as Mattel Waste Management: could this be a bottom? the cash flow is tremendous and the debt is weighing too heavily on investors' minds IMO. I was just waiting for some stability. Bebe: Eegad. I know. Ridiculous fad. And I've criticized it in the past. But it is a branded specialty retailer that posted 18+% SSS growth in July, leading the industry. They have barely penetrated any markets. Managing huge returns on equity and assets, and strong cash flows. This one has a long way to grow and after reviewing the competition, I like this one best after its recent 50% price cut. Pulte: the cheapest of the home builders, with the best balance sheet and lowest p/b. insiders are buying, though the interest rate boogey looms large. WAMU: I still like Washington Mutual here. Berkshire: Buying this during a market correction leverages the low price and the known opportunity for Warren to reinvest the GenRe money. Callaway Golf: OK, it's round-tripped to its lows. I'm going to be patient, but hey kids it has a decent dividend and the premier brand. Waiting for some tax-loss selling in some of these. Mike