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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (1484)7/5/1997 1:04:00 AM
From: Michael Burry   of 78649
 
Jim,

I agree. I'm down to four stocks -- NMRX, BUNZ, LSVI, and
COA. I've now overshot my 25% cash/bond equivalent
goal and am sitting around 38%. I'll be looking to
buy again during the next drop, which I agree should
be South of here. I'm no expert market timer, but
everything you've listed is in line with my thoughts
as well.

Good Investing,
Mike
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