Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jeffbas who wrote (3091)	1/24/1998 8:12:00 PM
From: Michael Burry	Respond to of 79164

A bunch of ideas Scott Black out at Delphi participated in the Barron's roundtable and his picks were roundly scorned by the group. He seems intelligent, and his numbers have been good. Just wanted to point out that there is a true Graham and Dodder spewing ideas in Barron's. Personally, I have trouble with most of them, but maybe others here can shed light. Re: Seagram's - Gabelli discussed it and broke down the assets and balance sheet for us. Re: other ideas, take a look at Tricon Global. I'll have a detailed analysis later. I like Pacificare in the HMO business now. I bought a position at 48 on the 12th, now its at 56ish. It is financially strong and seems to be integrating its recent acquisition faster than I thought. Michael Price is on board in the low 50's. Medusa I've already mentioned here, as I did Telebras. Deswell Industries is falling for no good reason but that it announced its calling its warrants. I talked with the CEO, and he assured me cash flows are strong and the earnings report will restore our confidence. Very cheap relative to growth. Micron Electronics I bought in again at 9 5/8, and I like the prospects. It's the cheapest box maker in an industry that has been pummeled. GTW just reported great profits and Micron's getting new management. Hyde Athletics just announced a restructuring of its Saucony line that may or may not help. The stock is responding, up nearly 15% since the announcement, but for now I'm still treating it as a net net buy and looking to sell at 6. St Joe's Paper just announced a partnership with the NFL that I can't figure out. I still have to call them and ask what's up. Good Investing, Mike