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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (9960)2/15/2000 10:59:00 AM
From: Bob Rudd  Read Replies (1) of 78665
 
A probably unnecessary note of caution on jumping into Buffett's published picks: I jumped into OHI, one of his first supposed REIT picks without looking under the hood - until it didn't act right. When checked underlying assets I bailed with modest loss - that was near 25, recently trading in 7's with most tenants bankrupt. I doubt WEB picked this gem and wonder if the filing didn't give cover for whatever Berkshire entity did have it to unload.
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