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

To: Michael Burry who wrote (2401)	11/8/1997 12:30:00 AM
From: Scott Mc	Read Replies (1) \| Respond to of 78627

Mike, Thks, yes I see it now, good article, very detailed, you have done a terrific job of researching it, not an easy task for a foreign stock... I guess I was expecting an article on Hyde (I know in an earlier post you mentioned Creative)or something that said VALUE INVESTORS... Anyway I like the MSN site also, had a good write up in Barrons a few weeks back and folks like yourself give many good reasons to want to go keep going back... Scott

To: Michael Burry who wrote (2401)	11/8/1997 6:11:00 PM
From: robt justine	Respond to of 78627

Mike: Excellent analysis on CREAF! Nice job, particularly the concrete reference to Mr. Philip Fisher. When analyzing companies, rarely do journalists attempt to educate the reader regarding general investing fundamentals as they apply to a specific stock. Frequently the writer's deference is necessary toward another authority (you toward Fisher, in this case) and it is necessary for the writer to check his ego at the keyboard. Few can get over that hurdle as easily as you have done. Thanks.

To: Michael Burry who wrote (2401)	11/9/1997 1:42:00 PM
From: James Clarke	Read Replies (5) \| Respond to of 78627

I'm buying more WHX this week and I put my mother into it (I think long and hard before doing that because she makes me feel much more guilty than my boss does if a stock goes down!) The market price is 13 1/4. Book value is roughly $25 and its as real as book value gets. Earnings are about to turn very positive, and with the share count way down from the last time earnings were positive, EPS could be well over $2 a share. Once again, the market price is 13 and change. What that means is that there is somebody willing to take the other side of that trade and sell this stock to me at half of book value. Do they know something I don't? So far all the only negative I have heard is that the steel business is crappy. I know that. And believe me, I have no desire to buy steel assets unless they are being given away. I would love to thank the guy who sold me my first WHX shares at 5 3/4 in April.