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

To: Robert Hoefer who wrote (8369)	9/24/1999 9:24:00 PM
From: Michael Burry	Respond to of 78842

I may have been early on the REITS I just bought Monday, and already it looks like I'm at least 5% early. These things just get no respect. I like HRP, LHO, EGP, but I think you can just throw a dart. What you hit will go down with the group and up with the group. But hey, things are looking up: biz.yahoo.com Walden just got a 23% premium. Not awesome, but it gets them back to book. Maybe this will light a fire under this most undervalued group. Mike

To: Robert Hoefer who wrote (8369)	9/25/1999 1:44:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78842

Hi Robert. I took a position in UDR last year after discussing briefly with Richard Barron on his REITS thread. I have seen both positive and negative media writeups on the stock since. I hold it still - along with about five other REITs. Paul Senior.