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

To: Michael Burry who wrote (3671)	3/27/1998 1:04:00 AM
From: Triffin	Respond to of 78661

Interesting The screen I run as follows PE < 15x DE < 20% ROE > 20% PSR < 1.2X Market Cap > 50mm Usually finds sick stocks that look cheap on trailing numbers..because an event just occurred..missed their quarter..etc. but..sometimes the reason is a one time event and you get a chance to swing the bat as Mr. B. would say. Do you trade a .380 batter for a new guy at .350 ?? That was a reference to some earlier comments about optimal portfolio size..concertration of positions etc. I plan to call CECX to dig some more.. really looks like management wants to take it private.