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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (5201)10/28/1998 6:41:00 PM
From: jeffbas  Read Replies (1) of 78530
 
Michael, I believe you made a good switch out of CSE into NH a while back. How do you feel about their relative attractiveness now. The
dividend and buyback should make NH more stable, but which do you think is the better company in terms of long term capital gains potential? (Of course, one should not ignore risk/reward in the times forecast by that Barron's article.)
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