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

To: Michael Burry who wrote (10402)	4/21/2000 1:33:00 AM
From: James Clarke	Respond to of 78508

If CMH is posting their conference calls publicly on their website, take the time to give it a listen and get to know this management a little better. More and more companies are doing this, and that's a big change. I've been listening to their conference calls for 3 years now and you learn a little more about their business and who these people are each time. Clayton is probably one of the most shareholder oriented companies you will find. (My favorite Clayton conference call was about two years ago when Jim Clayton drawled "...and two pennies of non-cash earnings. At Clayton we don't like non-cash earnings..." Never forgot that one.) JJC