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

To: Michael Burry who wrote (8068)	8/28/1999 6:03:00 PM
From: Mike 2.0	Read Replies (1) \| Respond to of 78821

Michael, I didn't know Miller was long Bank One. But you're right...I see at 6/30/99 it was one of his top 10 holdings. LMVTX's NAV barely budged in response to ONE on 8/25, suggesting he had skinnied down his position during the qtr (doubtful, he does not trade per se) and/or simply his pet top 2 holdings Dell and AOL buoyed his portfolio. Both stocks had a great day on 8/25. Has anyone looked at restaurant stocks lately. I noticed some insider buying for RAIN. The forward PE appears to be peanuts. I also noticed Dave & Busters (DANB) received quite a haircut this week too. I did some Peter Lynch style research recently :-) and liked the food, games and whole concept. Anyone with thoughts pls post. I was wondering if anyone has thoughts on FedEx (FDX) with the "e-Christmas" season coming up. Cheers.

To: Michael Burry who wrote (8068)	11/4/1999 5:15:00 PM
From: Paul Senior	Respond to of 78821

Mike, ref. your post re REY and fwiw: I'm averaging down today in REY under $18. Record sales and earnings announced. Still though the same plusses and minuses as we've discussed: Sales are mostly now dependent on car dealers. That market is saturated. They are branching out into health care info. systems. They seem to be able to sustain a high ROE. They are moving to e-commerce. There may be a kicker to the stock with the Carpoint aspect of REY. PE is 12 and stock is near a yearly low. Paul