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

To: Q. who wrote (6365)3/19/1999 7:04:00 PM
From: James Clarke  Read Replies (2) | Respond to of 78507
 
<<Michael, are mutual fund operators a beaten-up industry>>

What are you, kidding me? Oil is at a 30 year low in real terms. Conventional wisdom is that farming is in a recession. REITs yield 8%. And the mutual fund industry is ready to pop the champagne corks. If these stocks are down in this environment, they deserve to be. Mutual fund companies are about as contrarian now as internet companies.

JJC



To: Q. who wrote (6365)3/19/1999 8:37:00 PM
From: Michael Burry  Respond to of 78507
 
John,

I'd go with Jim. Don't see the industry in value terms yet. One overlooked IPO I'm watching is Gabelli, but I still have lots of worries to resolve on that one. BEN has a ways to go down before I get interested. Also watching Value Line just out of interest. But not ready to buy any of them as the DOW crosses 10K.

Mike


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