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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (6879)4/21/1999 7:38:00 PM
From: Michael Burry  Read Replies (1) of 78498
 
Re: CPU, President Halpin seems to have kicked it off, and then the other insiders joined in.

I'm consolidating my portfolio some, in that maybe I became overdiversified given the smallish sizes of my positions and the costs of trading. I did that today by buying more Apple, Philip Morris, Robert Half, and Borders.

CPU, USEC, Tidewater, and UST lead the list of the next companies to which I'll add. In that order, so yeah, I still like it, for the same reasons.

Mike
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