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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (7385)	6/6/1999 5:50:00 PM
From: Allen Furlan	of 78667

Mike, if you want to hold a small number of gold shares as a value play, you might be interested in glg, a smaller producer but with a decent balance sheet and also a low cost producer. I have a little hm and a little glg. Also you might be interested to know that hm has leaps and if you intend to hold for long time as a portofolio hedge then a covered leap might make sense.

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