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

To: TwoBear who wrote (6707)	4/12/1999 9:53:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78615

I'm hoping for it to plummet. We'll see. Internet mania has been something of a boon for me in this manner - great companies getting cheaper. APCC, Fair Isaac, never thought I'd see these levels again. What a sucking sound. Also starting to look at Apple. They've got $19 in cash, great balance sheet, enterprise less than sales, some momentum in sales, and room to grow. Hoping for the PC malaise to bring it down. Yeah, it's double what it was a few years ago, but still I think it's being artificially held down trying to work its way through 10 years of overhead resistance. Mike

To: TwoBear who wrote (6707)	4/13/1999 9:32:00 AM
From: Grommit	Read Replies (1) \| Respond to of 78615

HELE earnings announced. I nice company. Stock price $13. Earnings .96 Low debt. Low PE. Very decent growth. Long here. Anyone else follow it? just announced earnings biz.yahoo.com "Over the past 5 years the company's sales, net income and earnings per share have increased at an average compound rate of 19%, 30% and 30% respectively. This past year's sales, net income and earnings per share have increased 19%, 27% and 25% respectively. This marks Helen of Troy's 20th consecutive quarter of year over year sales and earnings increases." value line report Message 8813793 Value line numbers on the bottom add to 1.20 in FY00 and 1.40 in FY01. And Present analysts average is $1.14/.96 = 19% growth for the next year.