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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (10687)	6/2/2000 10:51:00 PM
From: James Clarke	Read Replies (2) of 78476

Yeah, Mike, we are positioned very differently. I am holding more cash than I have held at any time in the last year. I am even selling REITs. I am tempted to short techs, but I got burned so badly doing that before (even though the two stocks I was short fell 80 and 90% - of course that was after they hit my stop loss point for about five minutes, enough for my trades to happen.) No mas. You might want to pick up a copy of John Neff On Investing. Nothing profound or groundbreaking, but a wonderful read. And Mike, John Neff may be even more contrarian than you. Its close though. He likes to say he "would argue with a signpost". In that spirit, UCR should work out quite well for you.

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