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

To: Michael Burry who wrote (4340)	6/24/1998 6:59:00 PM
From: Shane M	Read Replies (2) \| Respond to of 78748

Mike, If I remember correctly you like Telebras. Here's a cautionary article from Microsoft Investor site. You may want to start reading about halfway through the article. Sortof a list of "what can go wrong". investor.msn.com Shane

To: Michael Burry who wrote (4340)	6/24/1998 8:41:00 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78748

Mike (Ron Bower): re METHA. Thanks, but today's action may be premature as earnings after the bell were announced and were lower than prior. METHA was brought to thread's attn. by Ron Bower last year I believe, and again May 21 this year (#4134). So it will be entirely Ron's fault if the stock tanks tomorrow -g-. Paul.

To: Michael Burry who wrote (4340)	6/30/1998 4:29:00 AM
From: Spatton	Read Replies (1) \| Respond to of 78748

KRSL: - P/E= 9 - ROE = 43.77% - ROA = 37.39% - Profit Margin =18% - Current Ratio=6.6% - NO DEBT - 40% quarterly rise in revenue (3/98 vs. 3/97) - 500% quarterly rise in EPS (3/98 vs. 3/97) - 1998 first 9 month EPS= $.56 ( $.01 in 1997) - Redeveloped manufacturing and marketing - backlog = +11 million (more than last years sales) How's that for a value play! Volume has been picking up, It's only a matter of time before this little company gets discovered. JMHO.