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

To: Paul Senior who wrote (5180)	10/22/1998 4:31:00 PM
From: Michael Burry	Read Replies (2) \| Respond to of 78523

MWY was one we had in common right? It and Tidewater are the only to positions I didn't trim today. Well, today MWY posted 0.26 on great revenue growth, beating estimates by 30%, but had some unhappy guidance. I'll have to re-look at it. Your take? Mike

To: Paul Senior who wrote (5180)	10/22/1998 5:23:00 PM
From: dj8000	Read Replies (1) \| Respond to of 78523

Paul: Thanks for good comments on my picks. May be it's just LUCK that my picks are up, even my cien went up 14 from 8( i get in at 13) Any way, I am looking for some small cap bargains and some interesting sectors are tech and oil service. I will just try the stock screen in yahoo and find the small stock with low p/e, then do some further research. I will find them any time between now and Jan. next year, since Jan. effect actually happen in Feb. some times. DJ