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

To: Joe Dancy who wrote (5927)2/4/1999 10:28:00 AM
From: Michael Burry  Read Replies (2) | Respond to of 78471
 
Timberland just reported very strong earnings. Should wait for the call, but they creamed estimates, and the stock has been moving, up over 50% for me in less than two months. But now, at a PE of 11, it still seems undervalued, and I'm thinking of adding more. Just wanted to point this one out to the thread for those who've forgotten - it's been discussed here before.

Mike



To: Joe Dancy who wrote (5927)3/26/1999 10:54:00 AM
From: Bob Rudd  Read Replies (2) | Respond to of 78471
 
Joe: ICO missed number as badly as I can remember seeing. In the light of Fairfeild's recent comments, this really calls credability into question. What are your current thoughts?
Is it an even better bargain or time to throw in the towel?


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