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

To: Michael Burry who wrote (3540)	3/20/1998 8:20:00 AM
From: geewiz	Respond to of 78525

Hi Mike, threaders, My first post on the value thread. I read an article in WSJ sometime in the last quarter about HWP; my recollection is that 83% of revenues came from computers. The gist of the article was that the company wants to become more like GE, with more diverse business lines. I'm suprised to learn that they have telco test equip market. Near term it may be a better strategy to position my purchases in small internet test equipment makers that they may acquire; MTST is the only one that I know; suggestions? As for NKE, here's a company getting slammed by the Asian recession worse than any tech company. Their strategy was based on asian growth. I agree with your observation on inventory levels. best, art

To: Michael Burry who wrote (3540)	3/20/1998 10:31:00 AM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78525

For comment/perusal by this thread - Hvide Marine (HMAR). Have been looking at a lot of oilfield service stocks in light of their getting bludgeoned. This one I liked best. Raymond James recently lowered the company's growth rate going forward to "only" 35%. Trades at a PE of 9 to 10, priced just north of 18 bucks, book value north of 16 bucks. There is an SI thread.

To: Michael Burry who wrote (3540)	3/20/1998 12:06:00 PM
From: Ron Bower	Respond to of 78525

Mike, "Yeah it's all common knowledge, but the market isn't acting like it" Couldn't agree more. Nothing but bad news and the market just keeps climbing. Ran thru 146 stocks this week and found seven worth further research. The companies with potential weren't at a decent buy-in price, the rest not worth looking at. Recently reading a survey about "graying of America". A majority of the respondents indicated that they would be spending large amounts of time on the internet in retirement. Add projected growth of Third World telecom and the increased number of internet users this will bring plus normal internet and networking growth. IMO - Telecom and internet will replace PCs as the big growth sector in the next few years. It will be highly competitive but certain companies will do very well. Latest IBD has an article on the large growth of a Tower construction company due to wireless comm. It's these niche market companies that will show the largest growth. There will be a big battle among software and the various hardware companies for product acceptance. Be tough to figure out which ones will be dominant. For investing, I would likely lean prefer the ECMs supplying sector OEMs for the best potential growth. Just some input, Ron