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

To: James Clarke who wrote (9608)1/11/2000 10:04:00 AM
From: Madharry  Respond to of 78728
 
Could you elaborate upon why it would not change your valuation range. It seems to me that there is still a difference between an expectation of a bankruptcy and an actual filing by 48% of the customer base.



To: James Clarke who wrote (9608)1/11/2000 11:02:00 AM
From: Michael Burry  Read Replies (1) | Respond to of 78728
 
Agreed, Jim. This does not change my own evaluation of SNH one cent. Yet the market is hitting it hard. I think we've been through this one enough, but every once in a while there's a stock that you get but no one else does, and you can make a lot of money on that stock. This could be one of them.

Mikee


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