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

To: csm who wrote (2437)	11/14/1997 9:47:00 AM
From: Michael Burry	Respond to of 78627

You are 100% correct. With all manufacturers we have to be wary of such inventory and AR issues. No doubt it is not all solid. I like Jan Bell Marketing's balance sheet better, but I like Hyde's potential better. In Hyde's case, you have a net net with 20+% revenue growth. And in Jan Bell's case you have a better balance sheet and solid cash flow, but no growth. I can't decide which is better, so I just bought both. Hyde at current prices is less a steal than when I first bought it at 4 1/11. But I did add to my position at the 5 bid after the earnings report. Good Investing, Mike