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

To: Wallace Rivers who wrote (3159)	2/6/1998 6:32:00 PM
From: Michael Burry	Read Replies (2) \| Respond to of 78576

Thanks, I'll take a look at IPLS and Rubbermaid soon. In the meantime, I'll propose BMC industries. It's a high ROE firm that took a haircut in November and is going through a rough time. It recently sharply increased capital expenditures just as the Asian crisis hit. Bad timing. But 5 insiders (including the CEO and Chairman) jumped in and massively increased the sizes of their holdings. Moreover, the company just bought back 1 mill shares and is about to buy back another 1 mill. Evidently, the company has faith. Meanwhile the shares are meandering a hair below the insiders' buy prices. It's the pick of the month at my web site, and I have taken a position. Good Investing, Mike

To: Wallace Rivers who wrote (3159)	2/9/1998 1:13:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78576

Wallace Rivers: re IPLS and RBD. Can't see any undervaluation with IPLS. Looks like one of those stocks wherein one really has to know the business, the company, or the managers (or all) - or have faith in somebody who does. Still, stock is closing in on its high -- somebody must like it. RBD - one of the ole nifty-fifty - still too expensive IMO. I can see it as a dividend play. (I'll be interested more if/when I see recommendations by Geraldine/Gregory Weiss or other div. investors.) Don't like that roe is decreasing, div's being increased,yet large debt being taken on. JMO. Paul Senior