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

To: TimbaBear who wrote (6527)4/1/1999 8:04:00 PM
From: Michael Burry  Read Replies (3) | Respond to of 78652
 
An asset play about to bear fruit?

I have a full position in Loews, avg price $92. Now it's $73. I just told my fiancee that I was going to increase the position by 1/2 in am (if I can trade) in lieu of buying MO. Then I see this.

biz.yahoo.com

My calculation of asset value pegs it at more than 2X current share price. The valuation is on my website under the portfolio section.

Mike



To: TimbaBear who wrote (6527)4/1/1999 10:52:00 PM
From: Walter in HK  Read Replies (2) | Respond to of 78652
 
CTZ Function of # of mortgage transactions ..
Very intelligent post. Yeah. One has to understand CTZ better. It is more than a bond fund at a discount 8-)


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