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Strategies & Market Trends : Value Investing
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To: doug5y who wrote (12407)5/3/2001 9:44:33 PM
From: Bob Rudd  Read Replies (1) of 79115
 
Doug USG: Whitman is out of the equity, I believe, but big into the bonds. WEB indicated at the meeting that USG was less than .1 of 1% so it really wasn't material. Could have been poor mouthin so he could buy more, or guiding the flock away from it as in don't make it a serious position. I've been in and out at various levels - out now because it looks like they're all moving towards the bankruptcy defense [I figured after GRA went from 'no way' to 'we're considering it']
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