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

To: Investor2 who wrote (5583)	12/29/1998 1:38:00 AM
From: Michael Burry	Respond to of 78767

And two of mine are on that list, Case and Tidewater. I ran through the others and found lots of problems with them. Where was this list? I wrote the stocks down on a notepad, but don't remember where I got them from. VO, ARW and LIZ are the others I'm looking at. Especially VO. Hopefully I'll grab it at the low 20's when the market crashes. Mike

To: Investor2 who wrote (5583)	12/29/1998 12:23:00 PM
From: Michael Burry	Read Replies (2) \| Respond to of 78767

May have been brought up here before but I'm about to buy The Finish Line (FINL) at 7 and change. Below book, fraction of sales; no debt, $2 in cash. Yeah it's a specialty retailer, and yeah it's shoes, but this is a contrarian play after all. Insiders haven't bought big yet. The fool featured it in trouble: fnews.yahoo.com This stock is stumbling but inventory management and operations are improving; price cuts and promotions are going to cut earnings, so the PE is optimistic at best. This doesn't look like a company that is going away, and the NBA strike I think is hitting it with an unfair double doozy. With these ratios (yes, I'm using Graham's ratios), I can't pass it up. A candidate for tax-loss selling, I think, with the potential for a January run. Mike