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

To: Worswick who wrote (2793)	12/18/1997 9:30:00 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78753

Worswick: re: VO. Thanks for the post. Now I know I should be buying. My order's in.

To: Worswick who wrote (2793)	12/18/1997 1:17:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78753

I'm still trying to work through VO. I've been through Hoovers and S&P and your post. I think I've got it down. What I am interested in is that they are buying back stock and EBITDA is probably the best way to look at it as they have had recent charges to the income statements that have been masking strong cash flows. Any time I see a strong balance sheet, strong cash flow, and a stock buyback I'm interested from a value standpoint. But the realization of value point you bring up may be very much the issue. I need to stew with this one a few weeks. Paul, why does his post persuade you to enter an order? Mike