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

To: Michael Burry who wrote (5577)12/28/1998 7:45:00 PM
From: Shane M  Read Replies (1) | Respond to of 78764
 
Micheal,

On Vencor: See an interesting recent Wall Street Journal front page article (Dec 24th) that discusses the problems they've run into with retirement homes and the govt. Sorry I can't provide a link, I just have the paper copy.

Shane



To: Michael Burry who wrote (5577)12/28/1998 9:44:00 PM
From: James Clarke  Respond to of 78764
 
I don't know Vencor, though I probably should.

LaSalle I still own. I just spoke with the CEO last week and he tells me the business is far less volatile than the stock. The hotel business is not what it was six months ago, but its still doing just fine. You may have read that any discretionary new hotel construction just stopped cold in August.

JJC


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