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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (6326)3/18/1999 8:36:00 PM
From: Michael Burry  Read Replies (3) of 78485
 
James,

Care to comment on Clayton Homes at these prices, and why the recent dive/relative current value? Also, how about Tejon Ranch at 17 again? And USEC falling back to 13 on fears of AVLIS viability? Just'd like your opinions now that these ideas of yours are all even lower, and if you've heard any scuttlebut that gives a good reason for their falls.
Shoot, MO is slipping through my fingers again. I was waiting for that 35 again. Shame, shame.

Mike
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