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

To: Michael Burry who wrote (873)	1/4/1999 5:42:00 PM
From: Beltropolis Boy	Read Replies (1) \| Respond to of 4691

>Let's see reviewing my stocks for potential net-falls Case - probably not, Deswell - probably not, BHP - probably not, Tidewater - probably not, Noble Drilling - probably not, Midway - yes, but will likely help not hurt, Finish Line - yes, but likely won't get caught behind, USEC - probably not, WHX - probably not, LaSalle Hotels - probably not, Loew's - probably, Timberland - probably not, or will help, General Cigar - would only help, Elamex - don't know but probably not, Transocean Offshore - probably not, short Amazon.com - not relevant to the trade. coincidentally, i just caught up on the last few days of my washington post subscription (a new year's in new orleans tends to do that to me); you may be interested to note the following blurb in sunday's paper: The Inside Scoop By James K. Glassman The Washington Post Sunday, January 3, 1999; Page H01 Last year was tough on value stocks, but bargain hunters such as Timothy Vick, editor of Today's Value Investor newsletter (219-852-3230), aren't deterred. Vick recently published a list he calls the "40-40 Club" -- 40 good stocks that have fallen at least 40 percent from recent highs. All have those low price-to-earnings (P/E) ratios value mavens crave. Among them: US Airways Group Inc. (U), at a P/E of 5; Tidewater Inc. (TDW), oil service, also a P/E of 5; Timken Co. (TKR), roller bearings, 8; Neiman Marcus Group Inc. (NMG), 12; Cooper Cameron Corp. (RON), oil-field equipment, 9; Dole Food Co. (DOL), 12; Bethlehem Steel Corp. (BS), 7; Cytec Industries Inc. (CYT), chemicals, 7; Thermo Electron Corp. (TMO), instruments, 13; and Case Corp. (CSE), farm equipment.