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

To: James Clarke who wrote (3655)	3/26/1998 7:17:00 PM
From: Terry Maynard	Read Replies (1) \| Respond to of 78659

I agree, its hard to keep track when the number of stocks gets past 10 or so. And like you, I have had portfolios with a small number of stocks like MO that have done quite well because of strong moves by one of the stocks. However, it works the same with a highly diversified portfolio too because upward moves from 25% of the portfolio can boost the performance significantly. Again, assuming investments in value stocks and waiting for full value. And like you said - "Know thyself." I guess we should start there before even trying to put the other pieces in place. Thanks for the comments. Is St. Joe a good value now? Terry

To: James Clarke who wrote (3655)	3/26/1998 7:36:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78659

Here's another idea: Allied Research (ALR) Defense/Military contractor dependent on a concentrated # of PSR 0.43 Ind Avg 1.0 despite Rev Growth 66M->104M->134.5 last 3 yrs P/B 1.64 Ind Avg 3.09 ROE 24% for PE 6.8, P/CF 4.6 ROC 21%, PreTax Margin 7.0 Ind Avg 4.6 D/E 0.18, Quick 1.6 Institutions own 24% It's trending up from 5 in 1996 and is slowly maintaining current ratios while growing. This recent news release cfonews.com has some info on recent events. I'm in for a 7% position. Also, I'm looking at Refac Development Corporation again. Still trying to figure it out. Like a lot of stocks, I owned it at 6, saw it going nowhere, got out at about 7 right before it went to 15-16. Now it's back at 9. Also, ELXSI Corporation has been brought up here before. Numbers look good. It is pulling back from a recent run. Who brought it up and do you care to comment? Mike