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


To: Michael Burry who wrote (3770)4/7/1998 11:31:00 PM
From: Scott Mc  Read Replies (2) | Respond to of 78529
 
Mike,
Re Eagle, Im a long term holder of the converts(EAGLG)(2.5yrs) and the story just keeps getting better and better. Compared to HD its a steal(of course its not HD)but its holding its own..
Subject 11039
I also bought some Homebase(HBI)about a month ago, its a real value play, (M.Price has a position)..

Re undervalued techs, I like Unisys, I had bought in Sept and sold about a month ago, its come off and looking to get back in. Good value based on P/Sr, SUPER MANAGEMENT, turn around story, a Superstock IMHO..
Scott