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

To: Paul Senior who wrote (3116)	1/30/1998 3:20:00 AM
From: Michael Burry	Read Replies (1) \| Respond to of 78560

Some of you know I like Tricon Global. I outline why on Microsoft Investor - investor.msn.com. Mike

To: Paul Senior who wrote (3116)	1/30/1998 3:56:00 PM
From: Don S.Boller	Read Replies (2) \| Respond to of 78560

Paul: With All Due Respect - PRICE EARNING RATIOS ARE THE RESULT OF PRICE MOVEMENT - NOT THE CAUSE. Best, Don

To: Paul Senior who wrote (3116)	1/30/1998 8:10:00 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78560

re: Clintrials or CCRO: taking a small position today. They do testing/analysis outsource work for pharmaceutical co's. Sort of analagous to contract electronic manufacturers. Stock is trading about at its year low. They just received a positive in that they've been designated as a preferred supplier (whatever that means) by Bristol Myers. Earnings stink (writeoffs), ROE is terrible. Revenues have grown each year (acquistions play a part). Company is one of several in a very competitive field with not that many customers. On the other hand- again -g-, it's trading below book value, and head man has built up one of these type companies before and was able to sell it at a nice profit. For people who say they like busted stocks, this could be one. JMO, of course.