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Strategies & Market Trends
Brand Name Values and Turnarounds

An SI Board Since September 1997

Posts	SubjectMarks	Bans
82	11	0

Emcee: Michael Burry	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
32	Let me add one more. This is a small-cap compared to the others, and it is regi	Peter O'Brien	-	11/13/1998
31	Here are some of the beaten-up brand names I'm currently watching: retaili	Peter O'Brien	-	11/13/1998
30	FWIW, taking a small position in GNCI @ 14. Coming a little late to the party	Paul Senior	-	10/22/1998
29	FWIW, taking a small position in Dollar Thrifty. Other car rental stocks menti	Paul Senior	-	9/24/1998
28	FWIW: Adding to small positions in TOY and PETC. Still watching rental car co	Paul Senior	-	9/9/1998
27	Any opinion on car rental companies? They are beat down to lows for the year (	Paul Senior	-	8/30/1998
26	I've added to my small positions in Toys-R-Us and Amerco. TOY is trading n	Paul Senior	-	8/14/1998
25	You brought up Kellogg. That is another one of my long term holdings. However	Investor2	-	8/9/1998
24	I'm now looking at the following 'brand names' as potential investm	Paul Senior	-	8/8/1998
23	James, you've said it all about TUP. I hear that China is now making exce	RODNEY W. CURVIN	-	7/3/1998
22	Selling my GUC shares. Prada, a GUC competitor has taken a 5% position and ann	Paul Senior	-	6/19/1998
21	Tupperware (TUP). Very interesting business model, low P/E, very high ROE. Bu	James Clarke	-	6/9/1998
20	Hi Peter O'Brien. Well, howsa bouta recap of what's happening? Looks	Paul Senior	-	6/6/1998
19	Peter: thanks for the idea. TCB seems too expensive for me at current price.	Paul Senior	-	3/10/1998
18	Paul, nice to see this "brand name" thread hasn't completely died	Peter O'Brien	-	3/10/1998
17	re ATXA: uhhh. just can't see clearly enough. Bought some this week at 11	Paul Senior	-	3/7/1998
16	Peter O'Brien: re A.T. Cross. You might be right. Funny how I seem to be o	Paul Senior	-	10/26/1997
15	I've recently been watching A.T. Cross (ATXA on the Amex). This company has	Peter O'Brien	-	10/23/1997
14	Well if this falling knife doesn't stop, it's gonna go right through my	Paul Senior	-	9/30/1997
13	Hi Mike. I own JPM as a value investment - dividend play. I am looking to hol	Paul Senior	-	9/28/1997
12	All, so much for Salomon -- it's being acquired. Usually, the market gives	Michael Burry	-	9/24/1997
11	Mike: Sorry this took so long: it's amazing what piles up in 10 days! I&#	Linden Doerr	-	9/24/1997
10	How about these apples: JP Morgan -- less than 2x book. Barnett Bank just fet	Michael Burry	-	9/21/1997
9	Michael & ALL: TURNAROUND & soon. techstocks.com also see fonar.com	BlueCheap	-	9/15/1997
8	Yep, Fisher's questions are certainly good ones. But, for instance, "P	Michael Burry	-	9/15/1997

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