Wanted: Long-Term "Strong Buy" Recommendations Message Board

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Strategies & Market Trends : Wanted: Long-Term "Strong Buy" Recommendations

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To: BlueCrab who wrote (12)	10/30/1996 4:48:00 PM
From: Michael Burry	of 54

It seems that often the best way for a non-expert to play international exposure is via proven mutual funds rather than individual companies or bonds. I've chosen Benham European Gov't Bond and Janus Worldwide. As far as AgTech, a segment I'm always watching, it seems that it's hard to find anything that appears undiscovered, and the stocks are either unreasonably high or rightfully downtrodden. I keep watching INTC go up, but it is also quite volatile and scary at times. It seems everyone is recommending it as a core holding these days. Not too long ago, it was in everyone's doghouse. It would have taken a lot of courage to hold on during the fall or to buy at the bottom. Something that catches my eye in your portfolio though is Merck. What are your reasons for making it a core long term holding? I'm looking for exposure in this area. Michael Burry

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