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

To: Paul Senior who wrote (8188)9/9/1999 4:52:00 PM
From: Madharry  Read Replies (2) | Respond to of 78863
 
Initiated positions in USU and SFY yesterday. SOmebody mentioned on the Conseco thread that they were changing their accounting on the sale of mortgage pools. Have not verified this but thought it might be of interest to the thread.



To: Paul Senior who wrote (8188)9/9/1999 5:07:00 PM
From: Michael Burry  Respond to of 78863
 
About as detailed a press release as I have ever seen, released today by HealthSouth. Margin pressure to me is expected and merely a continuation, although maybe not expected by analysts. I liked the rest of what I read, though some of the charges seemed high given the initiatives.

biz.yahoo.com

Mike


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