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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
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3016I appreciate the suggestion, Dale. MHM might continue to do well. The garagePaul Senior-2/8/2002
3015Paul, take a look at MHM, I bought this morning at $14.10, very solid from what Dale Baker-2/8/2002
3014room222, yes, SHW could be a buy, not a sell. ---------- One aspect, always Paul Senior-2/8/2002
3013Paul, thanks for the followup on SHW. I do remember the discussions, but I'Shane M-2/7/2002
3012turn it around Paul, those are actually good reasons to OWN it. <g>cfimx-2/7/2002
3011I give up on Sherwin Williams and have sold my exploratory position today. AccoPaul Senior-2/7/2002
3010i have bot and sold SYMC twice now. I keep coming back for more, mainly due to ljhg_in_kc-2/6/2002
3009Don't think it will surprise you JHG - I sold SYMC high 60s/low 70s presplitJames Clarke-2/6/2002
3008JHG, I would also suggest SDS for many of the same reasons that you stated aboutAE-2/5/2002
3007how you doin' James. I have a stock I recommend, Symantec, SYMC. the leader jhg_in_kc-2/4/2002
3006Shane, Jurgis and Paul. Don't know how you did it but you got this thread gJames Clarke-2/2/2002
3005<I>I was thinking like when Buffett bought Amex.. PE of Tyco is 12. Thingstechreports-2/1/2002
3004Paul, I think this is a valid observation of the range and confirms my analysisJurgis Bekepuris-1/31/2002
3003I was thinking like when Buffett bought Amex.. PE of Tyco is 12. Things could beMoominoid-1/31/2002
3002What's EP?Moominoid-1/31/2002
3001EP. This is one scary company imo. Revenues have increased like exponentially Paul Senior-1/31/2002
3000Ot (not Buffett). Shane, I'm also looking at PRGN from the G&K watch lisPaul Senior-1/31/2002
2999Not to be too abstruse, my gut reponse comes from the fact that these energy guyLauA-1/31/2002
2998A company like Tyco is not my game - has never showed up on any of my short listShane M-1/30/2002
2997Paul, I focus on enterprise software when gorilla gaming. I love the economicsShane M-1/30/2002
2996How do you analyze something like Tyco? Can you trust their accounting? My gut LauA-1/30/2002
2995Jurgis, re: INTC. Using your 22% ROE, I calculate annual earnings to be $1.18. Paul Senior-1/30/2002
2994Any thoughts on Tyco as a value investment here?Moominoid-1/30/2002
2993Paul, >It seems to me - being a big believer in diversification - > that Jurgis Bekepuris-1/30/2002
2992I'll take a little AIG here at today's relatively low stock price. (AndPaul Senior-1/30/2002
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