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

To: Michael Burry who wrote (3108)1/27/1998 11:15:00 AM
From: Richard Barron  Read Replies (2) | Respond to of 78568
 
Mike,
A few more of your more traditional value plays
RAGS
DIST
SCHN

DIST is the only one that appeals to me.
Richard



To: Michael Burry who wrote (3108)1/27/1998 12:48:00 PM
From: Wallace Rivers  Respond to of 78568
 
Thread:
Any thought on Philip Services (PHV) which is absolutely getting slaughtered today? Will do my own DD, but I gues the crux of the problem is a huge writedown. Still, with this writedown, the stock is now trading @ book.
This is a large company and an aggressive consolidator in this industry.
Comments and thoughts?


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