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

To: Michael Burry who wrote (3366)	2/27/1998 7:46:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78519

JMHI that HYDEA has been swiped (I believe by and large unfairly) by poor performance at NKE and (again today with nasty news) FLH. HYDEA is one of the best pure value stocks I have seen posted. The problem with HYDEA, as I see it, is lack of sponsorship and a fairly yawning spread. I have no position in HYDEA.

To: Michael Burry who wrote (3366)	2/27/1998 2:29:00 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78519

Michael, You know that I am not a perma-bear. ;-) I still find values with my strategy. I outlined it in my post: Message 3354453 It's buy leaders - or Buffetized Superstocks - at low PSR. Sell at high PSR. Of course, this strategy takes me into the most controversial stocks like NKE. Unfortunately (or fortunately) my sell levels are achieved pretty fast in this market, so I have to find other buys or hold cash. I also have to sell the controversial stocks where the fundamental picture does not go the way I was estimating. This does not contribute to long-term holding style, but I am unwilling to hold highly-valued stocks. Having told all that, I am still 100% invested and I still have a list of stocks at buy levels (take a look at SMTL and WFR). So it's either not as bad as it seems, or I am overly optimistic. :-) I don't think you've been a perma-bear either. You made a number of good calls even though I did not participate in any of them. TBR was the one that I liked most. So once again I wouldn't get concerned about the eminent crash if you are comfortable with the valuations of stocks in your portfolio. Good luck Jurgis BTW, does anybody have suggestions for leaders in aero-space and telecom infrastructure sectors. <1.5 PSR, < 0.5 debt/equity preferred.

To: Michael Burry who wrote (3366)	2/28/1998 2:35:00 PM
From: Shane M	Read Replies (1) \| Respond to of 78519

Re: "baby boomer rollover into mutual funds is less than we think." Hello all: I normally just lurk here, but thought I'd chime in on this. I enjoy this high quality thread and learn alot from the posts. As I get a better feel I will begin to post my better "value" ideas. (DSWLF is one stock mentioned on this thread that I currently own.) On the boomers, I also read a similar article. Apparently this is one of the most persistent myths tied to the current bull market. The article I saw (sorry but I don't have a link) mentioned that the originator of the "baby boomer savings" hypothesis has changed his view. He says the perception of boomer savings driving the markets simply does not fit the facts. Suprisingly, the numbers reveal that most boomers have done a woefully inadequate job of saving for retirement, and investment philosophies dependent upon the assumption of such large cash inflows into the market should be reconsidered. Previously, I had believed that this was one consideration behind the inflated market values. Shane