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


To: Michael Burry who wrote (8661)10/15/1999 11:14:00 PM
From: jeffbas  Read Replies (1) | Respond to of 78659
 
I agree, Mike. however, I still think than a plunge through 10,000
is higher probability that it ends the decline rather than it foretells a significant further decline to say 8,000. If I am wrong we are all in trouble as there would be significant economic consequences of a decline to 8,000, and our value stocks would fully participate.



To: Michael Burry who wrote (8661)10/15/1999 11:43:00 PM
From: jeffbas  Read Replies (1) | Respond to of 78659
 
Mike, how much do you like HRC as it approaches prior lows, compared to other alternatives? (I've read your 10/13 site comments.) Do you know whether the insider purchases were company financed?



To: Michael Burry who wrote (8661)10/18/1999 12:57:00 AM
From: Cary Chubin  Read Replies (1) | Respond to of 78659
 
Mike,

Pardon my use of your post. I found this thread after finding an old article on cash rich stocks in my files:

messages.yahoo.com

Seems incredible VUL could be trading at this kind of discount to marketable securities.

Cary Chubin