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

To: Michael Burry who wrote (2420)	11/12/1997 2:18:00 PM
From: stan roberts	Respond to of 78628

I'm interested in evaluating the DJI and S&P index as an "aggregate" stock using a fundamental analysis model. The Value Point Analysis Financial Forum(VPAFF) at eduvest.com allows visitors to evaluate stocks using a fundamental analysis model and post the results in a forum. I'm looking for a data source that has current financial data elements, such as earnings/sh, equity/sh, dividends/sh, etc., that can be used to represent the DJI or the S&P index as an "aggregate" stock. The VPA model input data form page, listing and describing its fundamental input factors, can be viewed at eduvest.com It would also be very interesting if a DJI or S&P evaluation would be posted in the VPAFF.

To: Michael Burry who wrote (2420)	11/12/1997 3:47:00 PM
From: Vol	Read Replies (1) \| Respond to of 78628

MB, Thanks for the reasoned response. After more DD and reading other inputs, I'm not that impressed with INVN. They are backlogged to the tune of $47MM, their CT machines are expensive and are time intensive for busy places like airports, and the future for prospective customers is uncertain. More of a speculative play. If UGLY shows technical strength, such as going up on some increased volume or even just plateaus, I'm in if I can get some $$$ freed up. Mike, what is your take on the dd's as a sector and some specific co's? Selling sure seems overdone, but is it over? Jumped too quick on QNTM at 30. Thinking about HMTT if they level off. They announced a big deal with IOM (who's business is booming and is bucking the tech wreck trend) and beat earnings estimates handily. Got any good words of advice? Vol