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

To: Michael Burry who wrote (8236)	9/13/1999 4:14:00 PM
From: Grommit	Respond to of 78798

Home Builders & Retail --- I also like CROS, but sold mine recently at a decent profit because I felt overexposed in the builders. I also have LEN and SPF. HUG is a decent related buy. quote.yahoo.com Curiously, I sold my ROST a month ago with the run up, but watch them very closely. If they dip I will get back in. I bought GDYS in the retail sector instead. I think GDYS is the ROST of the southeast, but they have to get back on track. I may be an idiot, but I like KM also.

To: Michael Burry who wrote (8236)	9/13/1999 10:33:00 PM
From: Scott Mc	Read Replies (1) \| Respond to of 78798

Mike, re homebuilders, I'm still partial to Beazer, BZH, should do revenue of $1.5B going forward, have been growing well and their mortgage business is reaching critical mass. Management seems to know what they are doing, That said I liked them for a long time and stock price hasn't done much, Scott Price/Book 0.91 Price/Earnings 5.66 Price/Sales(ttm) 0.16