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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (4808)8/24/1998 3:15:00 PM
From: James Clarke  Read Replies (2) of 78596
 
Interesting trades. Case is a screaming buy, but I would not sell New Holland to buy it. Maybe I should. What was your reasoning. And St. Joe into FLA is also very interesting to me, considering I sold St. Joe outright on Friday...right at the market bottom at noon. (To be fair to myself, I sold 500 of my 600 shares of JOE in the 30s. But that last 100 had psychological significance because I intended to hold them forever. I don't recognize my own portfolio without St. Joe in it.)

Jim
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