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

To: Dan Meleney who wrote (5929)	2/4/1999 3:06:00 PM
From: jeffbas	Respond to of 78470

This is not exactly an answer to your specific questions, but if you look at the historical pattern, the stock gets smashed when the allure wears a bit thin for a while and they miss numbers.

To: Dan Meleney who wrote (5929)	2/4/1999 3:23:00 PM
From: Don Earl	Respond to of 78470

I'm new to the thread. Lately I've been looking at a few companies that have some real sweet price to book ratios with strong cash positions. This looked like a good place to kick around some of my choices. ECGOF-price 1 7/8-book 5.65-cash .92-PE 4.2 EGEO-price 2 15/16-book 10.52-cash 5.92-PE 3.8 AHTC-price 2 3/4-book 6.88-cash 2.42 earnings recently took a hit due to restructuring and a shift in business focus to e-commerce (ticker recently changed from ADVH) I'm kind of curious if anyone besides myself thinks these are incredible value plays. Regards, Don

To: Dan Meleney who wrote (5929)	2/4/1999 9:46:00 PM
From: Michael Burry	Respond to of 78470

Timberland as a company is changing. Over a year ago people were talking the brown shoe trend down. But Timberland IMO has hit upon some brand equity. It is not just a brown shoe, but a very premier brown shoe. I see people wearing them to work all the time. If/when the "fad" switches back to tennis shoes, will these people stop wearing Timberlands? I wore one pair nearly every day for 5 years, and I'm working in two more pairs now. And now I've added two Timberland shirts for work. The quality and comfort is high, and it's more than a fad, IMO. I thought it was an obvious, 10 minute analysis type of stock in the mid 30's. This earnings report is sterling, making me think it still is undervalued in the mid 50's for a ompany that is really a growth cyclical starting to hit its stride. The stock price shows really two price peaks, but the company itself has been a steady grower over the 30 years of its existence. All my opinion - this isn't one that is so obviously a value if you just look at the balance sheet. To me, there's obvious value in the brand that gives it high ROE, and makes it worth 11 times current earnings. Mike