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Strategies & Market Trends : Value Investing

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To: Mike 2.0 who wrote (7992)8/10/1999 10:33:00 PM
From: Bob Rudd  Read Replies (2) of 78820
 
Mike (My: I've started a file on MCK, but haven't really dug into it. Mike Burry had mentioned earlier that they were a solid operator with leadership position before the HBOC debacle. Bill Miller took a big chunk in WMI - 2nd largest holding as I recall around 34, so he's better at picking value than bottoms...as many of us are at times. I'm lookin for better prices on tax loss selling on this. And more discussion and analysis prior to then.
bob
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