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


To: jeffbas who wrote (6272)3/12/1999 11:05:00 AM
From: Michael Burry  Read Replies (1) | Respond to of 78476
 
Jeffrey, that's already a large part of my rationale for moving all my ag equip money and some of my emerging market money into NH. No doubt it will rally when Asia/Latin America recovers, just as it has fallen on the weakness.

Paul, keep the faith on ELAMF. I don't see any reason to sell my shares, and I am just as confident in it as I was in UBB (which I continue to hold with no thought of selling). I refuse to believe, even with the DOW for all practical purposes at 10,000, that fundamental analysis principles have been repealed. And if they haven't, ELAMF is still a steal.

Mike