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

To: Michael Burry who wrote (11017)7/27/2000 5:13:12 PM
From: Wallace Rivers  Respond to of 78714
 
Mike:
Must say I like your investment style, we share similar philosophies, own some of the same stocks - SYMC and CCL being among them. That being said, I don't see the reason for all the excitement about HBP. Granted, it's at a low PE, low P/B, and exhibited good growth last Q, but:
cyclicals typically carry lower PEs relative to their growth rates, HBP has a very short trading history and is quite thin, and it is trading in the upper half of its 52 week range. The debt load doesn't give me warm fuzzies, either.
JMO,
Wallace



To: Michael Burry who wrote (11017)7/27/2000 5:55:06 PM
From: Madharry  Read Replies (2) | Respond to of 78714
 
yes but even selling half of its umc postion frees up hundreds of millions of dollars for venture capital investment vs. the less than $10million of annual venture investments the company has been able to make until this year.


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