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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (28280)9/27/2007 5:03:30 PM
From: Jurgis Bekepuris  Read Replies (1) of 78652
 
You might be right. Part of the reason why I don't go for senior debt is that I have no clue how/where to buy it and what it implies.

I think Marty Whitman is a wiz in this area so TAVFX is my path to senior notes, distressed situations and bankruptcies. TAVFX has not bought anything in housebuilding area yet: neither equity nor notes. But this does not mean much - Marty is big on office REITs and he may think that these offer better prospects.

I may need to look at Bill Miller's comments on his investments. I think he had some money in homebuilders, so I wonder if he is buying/selling/holding or what. :)
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