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

To: James Clarke who wrote (3750)4/3/1998 12:03:00 AM
From: Michael Burry  Read Replies (1) | Respond to of 78525
 
Forget the screens - you've got to THINK.
Amen. BTW, I do have a new screen up at my web site
that uses P/B, P/S, and historic PE. But it's
worthless if there's no thought into the listed
companies.

Speaking of book, Swisher (SWR) has been absolutely
hemorrhaging in recent days and has fallen below
book value. Poor timing on my part, but I'm certainly
not selling. And it's cheaper for anyone else out
there that is interested in the stock. I know about
the debt, but it covers that interest easily. If
anyone sees something horribly wrong that I'm missing,
let me know.

Mike



To: James Clarke who wrote (3750)4/4/1998 7:58:00 PM
From: Robert Hoefer  Read Replies (1) | Respond to of 78525
 
Book Value: RJR Nabisco (RN) Here is a book value play that I have seen little comment on. I'm surprised there is not more interest in a major company that sells for 1.0 book, 55% of sales, and has a p/e of 11. A value play or not? Any discussion of the issues of a spinoff of Nabisco or the tobacco settlement/liability problem? Does that book value hold up under scrutiny?


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