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

To: Robert Hoefer who wrote (7245)	5/20/1999 9:22:00 PM
From: Grommit	Read Replies (1) \| Respond to of 78476

SVR - OWN - timeshares. Oops, excuse me, I mean vacation intervals. (1) I purchased quite a bit of it this AM. I think it is a steal. You may want to read the link within this link: Message 9622695 (2) This darn thread gets little attention. Yahoo is busier and sometimes has intelligence. Allow me to mention the thread again: Subject 25844 (3) OWN was at 10 1/4 when I posted this 2 weeks ago. At 14 7/8 now: Message 9246008 I heard in Yahoo that OWN mgmt was doing a roadshow right after earnings -- which could be right now. I have not confirmed it. But that could be the cause of the recent upswing.

To: Robert Hoefer who wrote (7245)	5/20/1999 11:10:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78476

Robert, Re: SVR I don't see anything really new. To me, analysts and I knew that expenses were getting high due to some new marketing. Today was just Mr. Market. If anything, the action tells me there's a definite bottom around 6. The stock has already discounted this news. I think more than anything the company isn't being assigned any kind of premium as a takeover candidate because the CEO is also a 54% shareholder not likely to approve that. Takeover talk lifted the rest of this industry a few months ago. But SVR is on its own. As such, I still like it. I don't see the earnings revisions as changing the margin of safety at all. Mike