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

To: James Clarke who wrote (7259)5/21/1999 1:30:00 AM
From: Michael Burry  Read Replies (2) | Respond to of 78478
 
Thanks Jim. If you don't require the cheapest in a down industry, but still think that Marriott's moves validate the industry, you might consider Fairfield or OWN. I am.

BTW, if it didn't smell bad I wouldn't be interested. Timeshares have such a rotten reputation I just have to look.

Mike



To: James Clarke who wrote (7259)5/21/1999 8:56:00 AM
From: Paul Senior  Respond to of 78478
 
Jim, re: SVR. It just may be a reasonable play to bet that an SVR recovery will occur before the recession starts. But based on your concluding post, and Mike's analysis- I've lost enthusiasm for SVR for now.
Appreciate though, the work you guys have done on this one. thanks.


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