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

To: Paul Senior who wrote (5828)	1/22/1999 8:39:00 AM
From: Madharry	Read Replies (1) \| Respond to of 78476

Paul, just found out earnings are out on UBB- need to review

To: Paul Senior who wrote (5828)	1/23/1999 1:04:00 AM
From: Michael Burry	Read Replies (2) \| Respond to of 78476

Paul, , lost my confidence in Brazil and its banking business Why? This action begs the question, "what are you buying with the proceeds from your sale?" I can't see many more undervalued situations than Brazil right now. Last I saw the free trading range on the real was 1.5-1.7, not 6 or more. Mike

To: Paul Senior who wrote (5828)	1/23/1999 7:53:00 AM
From: Joe Dancy	Read Replies (2) \| Respond to of 78476

Hey Paul. FWIW I wrote an article on how small and micro caps are grossly undervalued using traditional valuation methods for Mark Johnson's IFC site on SI - it is at techstocks.com Of course, the valuation methods indicated the same thing last year :) and we had a loss for the Russell 2000 for the year. Also, Michael Murphy really likes the semi and biotech sector - you can hear Mark Johnson's interview with him at audioinvestor.com Joe