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

To: jeffbas who wrote (3896)	4/23/1998 7:54:00 PM
From: James Clarke	Read Replies (3) \| Respond to of 78462

As Mike posted a week ago, John Rothchild's new book The Bear Book is a must read. For me it is giving me conviction in what I already started doing. (I am down to 45% in U.S. stocks and half of that is in HYDEA - a net/net and EGP, a very safe REIT with a 7% yield). If you disagree with me, fine. But this one is still a must read just to see another side to the conventional wisdom we are inundated with right now. And Mike, I have sold 85% of my St. Joe shares in the last two months, not entirely because of my market view.