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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (12423)	5/7/2001 12:10:03 AM
From: doug5y	Read Replies (1) of 79131

Geez...my USG idea got shot down pretty quick. It seems to be out of favor with value investors on this thread. I can certainly understand that. But I'm sure the three amigos - mentioned in an earlier post - considered all the issues ( and more ) brought up by this thread. Re Whitman being out of USG, according to the info I could find, he's still in for almost 1.5 M shares, as per this link: news.morningstar.com I'd appreciate any news as to any subsequent sales from that date ( 03-05-01 ), if I missed anything there. It does look like Nygren is out : biz.yahoo.com One alternative I've considered to owning USG was moving to one of Whitman's funds, something I've been meaning to do for some time, if only to read his great shareholder letters. For the moment, I'll stay with USG and update the thread if/when I exit. IMO as per usual.

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