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

To: Michael Burry who wrote (3899)	4/23/1998 11:37:00 PM
From: James Clarke	Read Replies (1) \| Respond to of 78462

Bear Thread! Bear Thread! I'm there. And Mike, you have way too much free time. Don't you sleep? Now the question is do we have the guts to stick with our position if this market goes up another 50% and everybody is laughing at us. I am totally comfortable now, but to avoid temptation I may just prepay my entire car loan and get the cash away from my potentially itchy trigger finger, and into something which guarantees a 9% AFTER TAX return. Think about that. A guaranteed 9% after tax return. When bonds are yielding under 6%. OK, we're in no-brainer country.

To: Michael Burry who wrote (3899)	4/24/1998 8:52:00 AM
From: Ron Bower	Respond to of 78462

Mike, IMO - one should be paying more attention to those companies that pay dividends. Over the next few years there will be a shift from growth stocks to income as the 'baby boomers' begin retiring. I believe the strength of REITs and Bond funds to be an indicator that this transition is already taking place. Investors aren't going to be as impressed by share buybacks that primarily benefit Insiders. Early entry into growth stocks that pay decent dividends could be a prudent move. These stocks also seem to be more stable in a market correction. Ron I don't believe you need to worry about a 9%+ return on Deswell with a 5% dividend and 30%+ growth rate.