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

To: Michael Burry who wrote (4307)	6/18/1998 2:07:00 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78740

Paul (who I respect quite a bit) PMFJI, just my take on OLS, which I held at one time, and exited to the plus. I'm wary of stocks with a health care services bent at this time; witness the swoons of Vencor (VC) and especially FPA Medical (FPAM). I'm sure the businesses of these two are not identical to the health care division of OLS, but it seems that anything that has a health care bent is in a difficult situation at the moment. My simplistic .02, with the caveat that I like buying stocks that trade below book.