SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (5201)10/28/1998 2:01:00 PM
From: Terrapin  Respond to of 78526
 
Precisely my strategy. I missed out on the bottoms with GTC orders that never got filled (missed it by 'that' much <g>). I expect that they will revisit their lows over the next few months at which point I will grab them. I have not read the Barron's article nor renewed my faith in the global economy but I will not be able to resist these companies if they get back to those levels. NH will sit nicely in my non-taxable account and DE and CSE in my regular account.



To: Michael Burry who wrote (5201)10/28/1998 6:41:00 PM
From: jeffbas  Read Replies (1) | Respond to of 78526
 
Michael, I believe you made a good switch out of CSE into NH a while back. How do you feel about their relative attractiveness now. The
dividend and buyback should make NH more stable, but which do you think is the better company in terms of long term capital gains potential? (Of course, one should not ignore risk/reward in the times forecast by that Barron's article.)


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News