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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (7651)7/3/1999 2:22:00 PM
From: jeffbas  Read Replies (1) of 78760
 
A friend is pretty well informed on the industry. He feels there is
too much inventory, too much capacity and too many dealers. If he is right, this is not something fixed overnight. I now want to be able to tell what color their eyes are :-)

For me that may be something at or below book value, like we got on the AG stocks. In fact, I am starting to wonder if a stock like CHB might break that low and have a move toward $10 rather similar to NH at similar prices.
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