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

To: Michael Burry who wrote (4649)	8/13/1998 12:09:00 AM
From: Bob Rudd	Read Replies (2) \| Respond to of 78648

Mike: Investment climate deteriorating- actually if you have cash it's improving [As long as rates hold]. I used to run bargain basement screens and turn up nothing worth keeping now there's lot's of stuff worth a look. I agree with Jim that if the Mkt leaders do capitulate their will be some more downside for the bargain stuff, but a key tip will be when they hold in the face of a sell-off like MPP just did. I'm in MPP @6.75 - looked at the rest of your stuff, but not on my wave length - I tend to index the beat down emerging markets [recently into EWM], rather than pick the stocks. Also took a position in AGCO @ 9.5 Did you ever go for NH? Be well, Bob