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

To: Paul Senior who wrote (3966)	5/1/1998 10:52:00 AM
From: Michael Burry	Read Replies (4) \| Respond to of 78464

Yippiddeedoodah Yippiddeeday what a wonderful day. Man oh man, I logged into my yahoo portfolio, saw that yahoo had messed up again. How cruel. But Schwab confirms it. Go Hyde! I had said I would re-evaluate at 5. I did and held. Next I was going to reevaluate at 6. Gotta review the info. Looks good. BTW, Paul thanks for getting me into TIMT at a short-term bottom. I also bought this week YPF down at around 33 1/2, now 35. It's one of the cheapest oils around. I've been searching high and low for a good way to play oil, and Bloomberg gave it to me. YPF is the Argentinian conglomerate. Stock has been battered by the oil prices, but it has a good dividend and will definitely rebound when oil does. To be truthful, I cut my Telebras position in half in order to buy YPF. Not that I dislike Telebras at all, but I'm not going to overconcentrate in Latin America, and at current prices I like them equally well. Another BTW, I'm reading Dreman's latest, Contrarian Investment Strategies, and so far I have to recommend it. Just want to let all you value investors know that there's another good book for you to read. Mike