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

To: Paul Senior who wrote (3328)	2/25/1998 2:51:00 AM
From: Michael Burry	Read Replies (5) \| Respond to of 78482

Elamex (ELAMF ) has been brought up here before. It's now below book, having some trouble with its business, but it's profitable and at current prices has good ratios, like a PE of about 7 with growth prospects. I forgot who brought it up, but you likely know who you are. Care to comment? biz.yahoo.com Market Cap 49M but 17M cash/no debt Revs $132 Mil Income $7 Mil Net Profit Margin 6% Return On Equity 13% Revenue/Share $17.82 Earnings/Share $0.99 Book Value/Share $7.49 Institutions own 23% Price 6 5/8 so PSR 0.37, P/B 0.88, ESR 0.24, E/EBITDA 2.5 It's a Mexican contract manufacturer that benefits from improving US economy/strong dollar. Too good to be true? I've got enough foreign exposure, but I gotta go where the value is, and this is looking good. BTW, looks like my Oxford fears have come true, making my official opinion in the MSN article now worthless. My efforts on my web site as of Dec 9th to ward people away from Oxford notwithstanding, Oxford will be my biggest and most public goof. Mike