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

To: Scott Mc who wrote (3127)	2/4/1998 8:00:00 AM
From: Michael Burry	Read Replies (1) \| Respond to of 78531

Re: HBI, Value HBI is certainly cheap - 1/10th of sales for a business model that is proven to be a profit maker. Management must be really screwing up. I'll dig deeper. Thanks. I wrote another article for Microsoft Investor, up today - it's basically a how to pick value stocks article with some examples. Good Investing, Mike

To: Scott Mc who wrote (3127)	2/5/1998 12:57:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78531

Hi Scott: Looks like my earlier response on HBI got lost somewhere. Problem with HBI is two VERY strong competitors entering HBI market (primarily California): Home Depot and Eagle Hardware. Eagle is going to be very aggressive from what I read (e.g. reports that they will consider placing their behemoth stores next to some Home Depots - they are that confident of their pricing, service, and product model. That being said, I am ambivalent about HBI (I like the spinoff idea) -- I've been dancing around with HBI for a couple of weeks it seems.. I've put in an order, but haven't got my price - and I won't step up. Seems like you and I select the same type of stocks -g-. seattletimes.com