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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (8236)	9/13/1999 4:14:00 PM
From: Grommit	of 78911

Home Builders & Retail --- I also like CROS, but sold mine recently at a decent profit because I felt overexposed in the builders. I also have LEN and SPF. HUG is a decent related buy. quote.yahoo.com Curiously, I sold my ROST a month ago with the run up, but watch them very closely. If they dip I will get back in. I bought GDYS in the retail sector instead. I think GDYS is the ROST of the southeast, but they have to get back on track. I may be an idiot, but I like KM also.

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