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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (9064)12/1/1999 12:10:00 AM
From: Ron Bower   of 78671
 
Mike,

Because of the price increase, I'm about 30% DSWL, 10% various, and 60% cash. After being fully invested for years, even to margin limit at times, I've been cashing in the last 3-4 months. Not projecting a correction, just comfortable with cash.

I just don't see much out there with risk/reward enough to pull away from the interest I'm getting. (DSWL- like the dividend and taxes would kill me if I sold). I'm considering REITs with good debt/equity and decent dividend return.

Luck to all. Outta here.
Ron
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