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Strategies & Market Trends : Value Investing

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To: kahunabear who wrote (4826)	8/27/1998 11:44:00 AM
From: Michael Burry	Read Replies (4) of 78595

Suggested buys? Everything in my portfolio! <G> Really, the values out there have become a glut. There are many, many stocks I would like to buy. I'm about 30% cash and holding on though just so I can have some buying power in case of a true meltdown. Most of my best ideas over the last few months have gotten much, much cheaper, so I'm reluctant to look at "new to me" value stocks when I have a 40 stock buy-list already. Anyone else feeling the same way? If so, the value investors may let this market bomb before stepping in. Mike

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