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

To: Michael Burry who wrote (5112)	10/8/1998 10:40:00 PM
From: James Clarke	Read Replies (1) \| Respond to of 78530

Mike - good to have you back. Sorry about the "real goods". But I would kill for your basis on LHO. Mine is 14. It is a buy now but I just don't have the nads, nor the cash - its all going to real goods - a house. I am checking out for a while. Hopefully for me, the market will hang around here for a few years, letting others agonize and letting me build up some cash again. But my wife wants "real goods" - a house, and "we can get a 17% yield on LHO and a double in three years on CSE" just gets me the silent treatment for two hours. Real life intervenes. I will still be investing professionally though, which will keep me on top of things as much as ever. Jim