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

To: Bob Rudd who wrote (9349)	12/17/1999 9:49:00 PM
From: Michael Burry	Respond to of 78568

Bob, I don't disagree about liking HRP at these levels. I got a full position of HRP bought at 7 1/2 just a little bit ago. You were just saying how risky health care was and how relatively safe the office REITs were. I see health care REITs as having most of the risk priced in, and office REITs still getting risk priced in. HRP is a unique situation for a lot of reasons. I believe HRP's jump came as a result of the upgrade rather than the news. I've allocated quite a lot to REITs. Mike