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

To: Michael Burry who wrote (3618)	3/24/1998 4:31:00 PM
From: Madharry	Read Replies (1) \| Respond to of 78576

Some of these investments are looking more and more like tulips. I still have 't figured out how banks can be worth what they are selling for today. Notice how everybody is now talking about relative valuations? Although I am afraid of technology stocks, TSEMF looks awfully cheap, with little and debt and about half the stock value in cash. Deswell and Elamf still look cheap. I still like Unibanco and Telebras. And am still looking for a cheap oil stock any suggestions Speaking of which I would appreciate any comments by people who have researched LUKOIL and Rostelcomm. Thanks

To: Michael Burry who wrote (3618)	3/24/1998 8:52:00 PM
From: Terry Maynard	Respond to of 78576

It can also be a function of how much disposable cash you have available. If you are looking for a home for extra cash then you have more incentive to do the dd IMO. Good Investing. Terry

To: Michael Burry who wrote (3618)	3/25/1998 12:03:00 AM
From: Paul Senior	Respond to of 78576

Mike: best bet for stocks posted here: Problem is in determining which stocks to chose from the population of ignored stocks. There's a big bunch of ignored stocks on the thread! In the summaries of performance I did here a while back, it looked to me like it could be a possible bet to choose those stocks that three or more posters said they owned. Maybe even 2 or more posters. That would lead someone to buy SJP and WHX and DSWLF - all of which turned out very well (IMO). Now at least 4 of us are owners of ELAMF. (Come on ELAMF -g-.) And at least a couple of us own SWR, SFLX, NTAIF, FLEXF, and HDCO. (n.b. -- I'm one of this group, and I've been wrong many, many times before.) I didn't look at frequency of discussion, but it seems like frequency of posts indicates pro/con discussion which may or may not be indicative of a buying opportunity (IMO). Paul