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


To: Michael Burry who wrote (7249)5/21/1999 12:10:00 AM
From: jeffbas  Respond to of 78476
 
Mike, to get back to making money our way, I know you follow CHB. I think CAV is even more value oriented, and has a sizable buyback in place as our margin of safety (and a 1.75% dividend). However, I am left scratching my head as to what catalyst we might see in this market cycle to yield decent returns on them, especially with sentiment being toward higher interest rates. Can you think of anything? (I own neither.)