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

To: Mike 2.0 who wrote (6293)	3/13/1999 9:35:00 PM
From: chalu2	Respond to of 78673

KENT appears to be trading at way below cash book value. I always like picking up cash at a discount.

To: Mike 2.0 who wrote (6293)	3/14/1999 1:01:00 AM
From: Michael Burry	Read Replies (1) \| Respond to of 78673

Mike MOO, I've made few buy and hold decisions lately (my portfolios are generally full not of these but rather "buy and sell when you have a decent gain in a reasonable amount of time and the stock doesn't look so undervalued anymore given that the market is teetering on a crash by historic valuations"). I agree with you on MAT. Also still holding Timberland and will continue no matter what. That's it. After some tech industry research the last few weeks, I'd love to get into Oracle at prices less than 20 as a long-term hold. Or maybe Disney at 23 or so. Can't see anything else out there. Buffett professes he can't either in this weekend's release of BRK's annual. Mike