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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	4/16/2003 1:10:34 PM
From: Paul Senior	Read Replies (2) of 78525

Adding to SWY & KR positions today. SWY earnings miss and flat sales drop the stocks. finance.yahoo.com I'll guess SWY p/e for '03 to be about about 8 now. Fear of WMT causes investors' surrender, it seems like. Those selling the past year seem to have been right though.

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