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

To: Allen Furlan who wrote (8539)	10/5/1999 10:03:00 PM
From: Michael Burry	Read Replies (2) \| Respond to of 78525

FWIW, General Cigar, a favorite of mine and Mario Gabelli and a net net at that just blew past analysts' estimates 0.20 vs. 0.08 for the third quarter. They didn't provide a balance sheet, but the news was announced 20 min before the close and the stock barely moved. There still might be time to get in. Speaking of moms, I just got mine into General Cigar at 6 1/16 today. Also added about 33% to my position at 6 1/8. Also moved here into Mattel at 12 3/8. If I were patient enough to wait for these kinds of opportunities all the time, I'd never care what the market did. But I'm not. I also bought back Tidewater today and feel fortunate that it has come back this far. I started a smallish position on principle, and hope it goes lower - just like I hope and pray Deswell will go to 8 one last time! Mike Mike