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

To: Michael Burry who wrote (3310)2/24/1998 4:57:00 PM
From: chirodoc  Read Replies (2) | Respond to of 78497
 
don't throw rotten apples at me when i suggest a japanese stock. but i have the feeling that tokyo mitsubishi bank (MBK) could be a good buy over the next 6 months (w/ nikkei below 15K and stock @ 10-13 level).

here we have a stock which is the largest bank in the world-- under accumulation, a sector X 2 out of favor (japan + japanese banks) in a sector that is being deregulated and finally open to competition from american and european banks.

what do you think? by the way i like what you have said about value investing and am not buying nke but slowly adding a bit of YUM, BA and MTC.

thanks for your opinions,

curtis



To: Michael Burry who wrote (3310)2/24/1998 5:22:00 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78497
 
Mike,

I told you that you were right about short
term problems and the earnings preannouncement
confirmed your findings.

I am still on my buy plan and will use the
opportunity to add more NKE.

Good luck investing and looking forward
to future discussions

Jurgis


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