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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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3191GD - I would say it is a cautious buy (I did not buy it yet, but may after more Jurgis Bekepuris-1/24/2003
3190Any thoughts on General Dynamics (GD) P/s and PEG around 1, p/e of 12-13, long dstange-1/24/2003
3189re CE. Thanks for that further info., bozwood. Tending to increase ROE will bePaul Senior-1/19/2003
3188Decomposing ROE shows that asset t/o is down steadily from 99 and leverage has cbozwood-1/19/2003
3187re: CE. Thanks, guys. Appreciate the perspective on CE. I'll try to watchPaul Senior-1/17/2003
3186Good evening Paul, I had been long Concord for a long period of time -- until t249443-1/17/2003
3185For anyone following Best Buy. Best Buy's December Sales Increase 10% to Shane M-1/13/2003
3184Paul, I'm still holding CPC, but I'm looking to get out on positive pShane M-1/8/2003
3183IPK also looks interesting to me here at current price. biz.yahoo.com Paul SPaul Senior-1/8/2003
3182shane milburn: re: CPC. Adding a little more to my small position today. VaPaul Senior-1/8/2003
3181Just a note re: CE's P/B: it's at the low end of the historical range fobozwood-1/8/2003
3180ANF has a clever marketing niche. The company actually goes into schools in an achaz-1/7/2003
3179The reason I have and am still following alot of the retailers is that they haveShane M-1/7/2003
3178Paul, USAI does not even need to apply with the ROE in 0% range. Jurgis - :-)Jurgis Bekepuris-1/6/2003
3177Paul, CE does not look hot with 6% annualized expected return either. Jurgis -Jurgis Bekepuris-1/6/2003
3176Jurgis Bekepuris. Yes, perhaps disqualifying it from being a Buffett stock. WPaul Senior-1/6/2003
3175I don't get the ANF cheering going on here. I don't like their clothes ahoyasaxa-1/6/2003
3174Paul, I looked at CE and it immediately went overboard for executive compensatiJurgis Bekepuris-1/6/2003
3173Once again, that was not a recommendation to buy WFSL. Its just one hell of an James Clarke-1/5/2003
3172re: CE. Thanks for your opinion, - with a K. I'll buy more CE if the stockPaul Senior-1/5/2003
3171Re Concord EFS: >>Price/book and p/sales are still very high although the- with a K-1/5/2003
3170re: WFSL. There are financial stocks that just seem to be compound growth machiPaul Senior-1/4/2003
3169James, WFSL - sorry, but my 5-minute indicators are against further look: - SaJurgis Bekepuris-1/4/2003
3168Oops. Sorry, thread. Ignore my previous post. Meant to post it on Value Thread. Paul Senior-1/4/2003
3167Re: small caps. Stated a position in cigar butt RT this week. moneycentral.msnPaul Senior-1/4/2003
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