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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (6925)	4/24/1999 1:13:00 AM
From: Michael Burry	Read Replies (1) of 78480

A couple days ago I thought about buying more LKI, but instead bought American Power, Fair Isaac, more Apple, more Robert Half, more Philip Morris, more USEC, and more REITs... IMO there are a lot of very high quality stocks that have fallen well below intrinsic value thanks to the global internet. I recently got out of a lot of my cyclicals and mediocre cos that had a run, and got into some really good businesses with really good earnings and really good prospects at really good value levels. And I'm really comfortable. Some of the cyclicals and deep values are already falling back. I'd be happy to scoop up the commodities again 50% south of here. JRC I'll have to look deeper. The discussion last time it was brought up scared me away superficially. Mike

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