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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (6687)	4/11/1999 7:37:00 PM
From: Michael Burry	Read Replies (2) of 78618

We're all friends here- you could've tipped us a little bit ;) I was this close to buying both stocks but SLOT kept falling, and I figured I was a little more patient I could get it at 32 or so rather than 36. Fat chance I'm going to buy it at 48 now. Just like I'm sure you were reluctant to pick up Timberland at 43 after reviewing it at 36. I can see SLOT doing a Timberland (now over 70), but I'm waiting for that 36 again. On a whining note, Timberland's now my best stock this year, and I didn't even put it in the ValueStocks.net portfolio ;( - I'd be beating that Nasdaq yet if I had. BTW, I read an interesting statistic that 2/3 of all Nasdaq stocks were down in the first Q. Mike

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