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Strategies & Market Trends : Value Investing

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To: Scott Mc who wrote (4473)7/24/1998 2:14:00 AM
From: Michael Burry  Read Replies (1) of 78711
 
Scott, re: PHYC

It is a very conservative, quality company no doubt. Having
just come from Nashville, and knowing a few physicians there,
I know that they generate respect. I hadn't realized it had
gotten this low. It had always been attractive but too expensive
for me, so now I need to look at it again. Looks like a no-brainer
at first glance, which means I need to look much deeper.

Good investing,
Mike
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