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: Michael Burry who wrote (3100)	1/26/1998 2:02:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 78576

Mike, do you have any updated view on OXHP? As you know, I never bought it. Do you have a view on what it might be worth on a takeover, or takeunder? My guess is that they would be more likely to put themselves up for sale if they were desperate than if they were not. (Half a loaf is better than no loaf.)

To: Michael Burry who wrote (3100)	1/27/1998 10:51:00 PM
From: Paul Senior	Respond to of 78576

Mike: nice article on tractors by your colleague. investor.msn.com Apparently analysts like all four, with some emphasis on Case and Deere. I passed before on NH, AG at higher prices. Still too expensive for me.

To: Michael Burry who wrote (3100)	2/15/1998 11:24:00 PM
From: mwj6	Read Replies (1) \| Respond to of 78576

Insight on UMR requested This turned up on a screen with a P/E of .4, P/Rev of .08, P/B .11, Debt/Equity 0, Div yield 105%. Partnership is called Unimar last four dividends: 02/11/98 0.410 11/12/97 0.320 08/12/97 0.490 05/13/97 0.690 02/12/97 0.640 10-K for FY ended Dec 96 here: edgar-online.com This is how much they payed out in the FYs ended Dec 96 and Dec 95 Participation Payment per unit $ 2.41 $ 1.76 ======== ======== Further digging leads me to believe that shares in this company are actually "IPUs" that expire in Sep 99. I think the financial information that resulted in this showing up in the screen are attributable to the partnership but not attributable to these IPUs. However, with the current trading price at $1.81 and six dividends to go...I think the upside is 18-33%... I think there are some very misleading financials posted out there but anybody else who'd care to look... /matt