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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (30296)	3/11/2008 9:51:34 AM
From: Jurgis Bekepuris	of 78743

WLP/UNH are of course Buffett investments, but I never found them attractive, so I never bought. And Buffett is holding, but he seldom if ever comments on his smaller stock investments nowadays. LM - I just don't know (even after selling yesterday). I remember reading quarterly (annual?) report and call transcript and liking it. On the other hand, they have now to make infusions into money market funds, which is not good. Finally, Bill Miller is still underperforming. And if recovery is predicated on Bill getting his results back, isn't it better to invest in his fund rather than in LM, which will be a secondary beneficiary? Or will LM act as a call option on LMVTX results and pop back much more than the fund? I had the same question about PZN, which I sold: is it better to hold PZN that invests into beaten-down financials in its funds or just buy financials directly?

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