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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (9605)1/11/2000 9:32:00 AM
From: James Clarke  Read Replies (2) of 78729
 
Some horrible looking news out on Senior Housing (SNH) - half their tenant base files for bankruptcy at the same time. It will be interesting how the stock trades b/c this was not at all unexpected and does not change my valuation range by a penny. Interestingly, the tenants are still paying their rent according the the press release, and the January dividend was declared.
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