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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mike 2.0 who wrote (7992)8/10/1999 10:33:00 PM
From: Bob Rudd  Read Replies (2) | Respond to of 78817
 
Mike (My: I've started a file on MCK, but haven't really dug into it. Mike Burry had mentioned earlier that they were a solid operator with leadership position before the HBOC debacle. Bill Miller took a big chunk in WMI - 2nd largest holding as I recall around 34, so he's better at picking value than bottoms...as many of us are at times. I'm lookin for better prices on tax loss selling on this. And more discussion and analysis prior to then.
bob



To: Mike 2.0 who wrote (7992)8/11/1999 9:34:00 AM
From: Paul Weiss  Respond to of 78817
 
Mike-- Interesting that you Value folks are discussing MCK. I bought a little yesterday ($30)... just a nibble. I had considered WMI and SRV, but felt that McKesson HBOC offered a better potential. Regards, the Other Paul


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