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

To: Sam Citron who wrote (8763)	10/25/1999 4:25:00 PM
From: Jurgis Bekepuris	Respond to of 78659

Sam, I was almost persuaded by James and co to buy CMH or CHB in the summer but it looks good that I did not. It was one of those times to apply the rule: "If there's nothing to buy, don't buy anything" :-) However, the stocks look cheap, so there may be a good potential. At this time, however, I see more exciting things to buy. You can even buy BRK or WSC. ;-) I did not follow other homebuilders recently. I prefer >10% yielding REITs, especially in IRA. USU looks interesting too. It's the "bird in a hand" syndrome. My LHO roundtripped, but at least I got the 10% yield. Jurgis