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

To: Michael Burry who wrote (5184)10/22/1998 8:51:00 PM
From: Paul Senior  Respond to of 78525
 
Mike, re: MWY. My take, FWIW. Stock will drop tomorrow. I need more time to mull over whether I will add (if it does drop). I'm holding for better times next year. This company reminds me of movie companies: one good hit (or game) and the stock could surge. But it's a random and iffy biz. Sumner (sp?) Redstone still has a big position. I wouldn't want to count that coot out. He may just eventually get around to maximizing his value here - and if I'm still in the stock, maybe take me with him for the ride. For you guys with concentrated portfolios, maybe it's too much dead money and too risky to wait around. Paul



To: Michael Burry who wrote (5184)10/27/1998 9:50:00 PM
From: Paul Senior  Read Replies (2) | Respond to of 78525
 
Mike: today added a small amt. of MWY to my position. Nice call on DSWLF. Looks like I was very wrong there. (I still say it's a dangerous stock though ---even more so now that it's shot up so quickly.) Paul.


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