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

To: Michael Burry who wrote (9064)	11/30/1999 2:04:00 AM
From: Madharry	Read Replies (3) \| Respond to of 78594

When you said parabolic I checked the current price on DSWL. It is still below what I paid for the first lot of share I had purchased 3 years ago. I think the REITs as a value group look very interesting. USU had a big writeup in Barrons. I always have difficulty assessing these political situations. Is this now a buy sell or hold? MRVC went up 10% today on no news that I am aware of. Perhaps it has been discovered.

To: Michael Burry who wrote (9064)	11/30/1999 5:09:00 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78594

Mike Burry, interesting way you have of managing portfolios. I don't get it, maybe never will. Yes, I don't have any confidence in Chinese companies. Even if they have US based assets. They have no real good legal or geopolitical responsibilities to capitalist investors. That's all okay. No reason not to invest a reasonable amount in particular companies there. But you put 1/3 DSWL into your Mom's account and 80% in a private trust???? Since I know you're not stupid, I assume that your Mom must have, in addition to the 3 total individual stocks, perhaps a bunch of mutual funds/bonds/money market funds. And 80% in a private trust? I assume there must be some diversification there too. (If not, Holy Cow!) Jeez. What's the point though with only so few individual stocks? Unless you're just doing it for you - why not just put it ALL in mutual funds and be done with it? And of all the stocks mentioned by all the people on this thread, it boils down to basically DSWL. That's the best and almost only thing that you see or saw in your role as manager with prudent and fiduciary responsibilities? Nothing like having that one stock double or triple though. Everybody happy. I think the whole thing is.....I don't know what to think. Sigh. I give up on commenting further.

To: Michael Burry who wrote (9064)	12/1/1999 12:10:00 AM
From: Ron Bower	Respond to of 78594

Mike, Because of the price increase, I'm about 30% DSWL, 10% various, and 60% cash. After being fully invested for years, even to margin limit at times, I've been cashing in the last 3-4 months. Not projecting a correction, just comfortable with cash. I just don't see much out there with risk/reward enough to pull away from the interest I'm getting. (DSWL- like the dividend and taxes would kill me if I sold). I'm considering REITs with good debt/equity and decent dividend return. Luck to all. Outta here. Ron