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

To: Michael Burry who wrote (11161)9/14/2000 1:55:16 AM
From: Tomato  Read Replies (2) | Respond to of 78958
 
I was going over the top holdings of Bill Miller in one of his Legg Mason funds and found FINOVA (FNV)as a top holding. What a chart! Anyone know much about this one? I think the p/e now is about 2.6. Is this going to be a turnaround or a dead-in-the-ground?



To: Michael Burry who wrote (11161)9/18/2000 11:02:37 AM
From: Madharry  Read Replies (1) | Respond to of 78958
 
I am catching a falling knife but I established a small position today in psix at 10 1/8. If it goes lower i may be averaging down. Negative cash flow for now but looks cheap relative to book. "He who no longer posts" is also an investor.



To: Michael Burry who wrote (11161)1/20/2001 1:36:04 AM
From: sjemmeri  Respond to of 78958
 
One more thing Mike. I went back and looked at your Strategy Lab sells - HLTH, CAT, JBX, EFII, PIXR, USFC, ALSC, CCL. I know the sales were for different reasons - new lows, better values available, taking profits - and their replacements have done well. But there were some nice turnarounds and continued runs in those stocks after the sells (all higher than at sell I think). You're a hell of a stock picker - maybe you shouldn't sell anything?


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