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

To: Michael Burry who wrote (3329)	2/25/1998 10:29:00 AM
From: Steve168	Respond to of 78481

VOX, P/E=5, P/B=0.6, P/S=0.2 Just found it. Check it out. Best,

To: Michael Burry who wrote (3329)	2/25/1998 10:45:00 AM
From: Joel Green	Read Replies (2) \| Respond to of 78481

How about a stock that's selling below the amount of cash it's about to get through the sale of one of its subsidiaries. Last week Elbit Medical Imaging, ELITF, announced it was selling their ultrasound division to GE for 230 million dollars. EMITF has 21.39 mil. shares outstanding., 10.75 cash per share. The stock is trading at about $7.25 per share. EMITF also owns 55% of the shares of ELT a NYSE stock that currently has a market cap of 118 million. That adds another $3.00 a share. This does take into account their Medical Centers or the fact that if ELT were to be sold it would be worth at least 1X sales which are about 300 mil. or $7.70 a share. This is "a too good to be true situation," but I haven't been able to find anything negative about it.

To: Michael Burry who wrote (3329)	2/25/1998 2:45:00 PM
From: Madharry	Read Replies (1) \| Respond to of 78481

Re: Elamf Well you talked me on to another one. I looked at it and liked its cash position and lack of debt. Looks like a low risk reasonably good return situation. I sold my Brazillian holdings until i see what the deficit turns out to be. On another topic I broke one of my rules. I just bought a stock that gapped down- Dura Pharmaceutical. I looked at it real quick and jumped in at $22.5. It was 21 when I started researching it but oh well. The bottom line is this is a company which may have 4-5 new products in the pipeline, pre-announced lowere profits for 1998 and the stock got crushed from about 38 yesterday. This company has $10 in cash! I have a large position (for me) in DSSI it is speculative but I believe it has huge upside potential. The SI thread on it has lots of info, but in a nutshell the value of the company roughly equals its investment in tower semiconductor. In addition it has a software product, a computer reselling and consulting business and the real jewel may turn out to be its remote electric meter reading product subsidiary which is now run by a gentleman formerly associated with Luscent Thank you Mr. Barron for mentioning Tower Semiconductor. I think I

To: Michael Burry who wrote (3329)	2/25/1998 4:46:00 PM
From: porcupine --''''>	Respond to of 78481

sealpoint.com Wow --!!!!> I finally got a chance to pay a visit to: sealpoint.com. "Awesome" is the word that comes to mind. Really great work! best regards, porc --''''>

To: Michael Burry who wrote (3329)	2/25/1998 8:09:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78481

re ELAMF and ICOC May have been me on ELAMF post no. 1182 of 5/5/97. A perhaps risky foreign company. But one meeting Graham's principles I believe. Suitable for diversified (by my definition - not yours -g-),long term accounts. Has been under book value for a while now. I continue to accumulate at these these prices. Bot some today actually. As you know, some investors are following it on its SI thread. Also increasing my position today in ICOC. Another Graham value stock suitable again for long term value investors with a well diversified portfolio. IMO of course.