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

To: Michael Burry who wrote (3927)4/27/1998 10:18:00 AM
From: Richard Query  Respond to of 78465
 
PZA

Trailing PE 8.3, Price to sales <.5 almost no debt earnings exploding. etc.etc. I see fair value in the 9-10 range still Under 5.00



To: Michael Burry who wrote (3927)4/27/1998 5:11:00 PM
From: Andrew  Respond to of 78465
 
way to play timt is through tremont (TRE)



To: Michael Burry who wrote (3927)4/27/1998 10:06:00 PM
From: Scott Mc  Respond to of 78465
 
Mike, I must admit I bought some TBR back in Oct/Nov when you were mentioning it, I sold sometime back and keep thinking about getting back in. Any thoughts on China Telecom(CHL), and how would you go about comparing CHL to TBR, I find it very difficult to get a handle on what they are worth. Scott


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