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

To: Michael Burry who wrote (4461)	7/23/1998 3:47:00 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78702

Michael, >I take another look at ELY every so often. Those inventories and >AR numbers are just atrocious. The PE will expand as earnings >crumble, and, like Nike, is another case of 3-4 boom years >the may or may not be repeated. Too much risk for me, a la Nike. Agreed. Personally, I prefer NKE & ELY over WWW. But they are definitely risky - I am aware of inventories, AR and other factors mentioned by Wallace. I have a position in NKE, and may buy ELY. I don't like the rising .37 debt/equity of WWW. BTW, Buffett just bought another company for stock: biz.yahoo.com Good luck Jurgis