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

To: Michael Burry who wrote (4397)	7/10/1998 1:30:00 AM
From: jeffbas	Read Replies (2) \| Respond to of 78748

Mike, my problem with value stocks is that they have been the wrong stocks for this market and I am fearful with the Internet craze, valuations generally, etc., that we are so close to the end of this bull market that they are also the wrong stocks now (versus cash). If we have a crack in the ridiculously overpriced sectors, can value stocks bought now give you a positive return? I doubt it. I have too many value stocks I am down on and really think cash is the better choice now.

To: Michael Burry who wrote (4397)	7/10/1998 6:55:00 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78748

Hi Mike, I'm back with a semi-equipment pick. ;-) James does not invest in high-tech but someone may be interested. :-) OK. It's HELX. Selling cryo vacuum pumps to semi-equips. Semi-equip sector is in the dumps. And HELX is expensive at 4 P/book, 2 P/sales. But... it pays ~6% dividend and has 30% ROE, etc. Last semi downturn they got down to similar yield. Dividend was kept all the time. No debt, $1.7 per share cash. Some acquisition pending. Any comments? Jurgis