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


To: Michael Burry who wrote (3835)4/14/1998 1:32:00 PM
From: Terrapin  Respond to of 78667
 
Mike,

Funny that AMK came up on your Valuescreen. I just looked at that last week but didn't buy because of recent selling from the CEO (as per InsiderTrader). Not sure yet if it is significant. The company looks well managed at my uneducated glance.

I found it while surfing around looking for a way to invest in the possible deregulation of the energy/electrical utilities. Not sure if this is a good way or not but it does seem to be a value now.

I hope somebody on the thread will give it a look.
Good investing,
John



To: Michael Burry who wrote (3835)4/14/1998 1:43:00 PM
From: Terrapin  Respond to of 78667
 
I should add that there is an SI thread run by Jeff Chapman:

Subject 13124

who did a good write-up on AMK for IFC:

techstocks.com

John



To: Michael Burry who wrote (3835)4/14/1998 6:36:00 PM
From: jeffbas  Respond to of 78667
 
Thanks Mike, did so and some look worth further research.



To: Michael Burry who wrote (3835)4/14/1998 9:22:00 PM
From: Kent J. Davis  Respond to of 78667
 
Did you do anything on just P/B? P/E ratios get all messed up when earnings approach 0 or turn negative. P/B seems to produce the most consistent means of measurement and from to older studies I have seen ,superior rates of return.
Kent