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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (4396)	7/9/1998 10:47:00 PM
From: Michael Burry	Read Replies (2) of 78748

I'd want NH precisely because of its emerging market exposure. It continues to expand and remains tremendously profitable even through this trouble. When the trouble ends, NH should benefit. It is aggressively expanding its finance arm - with success. I just don't see a signficant downside in the cheapest stock in one of the cheapest market segments. They have a great informational web site: newholland.com Oh well. Honestly, I'm bearish about all sorts of things, but I'm having no trouble looking around and lusting after stocks here and there and wishing I could buy more of the ones I already own, which are down about 4% in the last two months. Mike

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