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


To: Michael Burry who wrote (6500)3/31/1999 9:07:00 PM
From: Shane M  Read Replies (1) | Respond to of 78520
 
Mike,

>>>>Adding to CHB.<<<<

If you're looking to add holdings in the homebuilding sector, you might consider Toll Brothers TOL. Like CHB, their financials look Buffett-like.

I'm currently in CHB and left room to average down if need be, but am thinking TOL might provide better diversification without sacrificing much upside.

Shane