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Strategies & Market Trends : Buffettology

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To: Michael Burry who wrote (1673)7/13/1999 9:09:00 PM
From: Shane M  Read Replies (1) of 4656
 
Mike,

I haven't decided on whether to average down. I've had a mixed history with averaging down, but the good experiences have occurred when good news seems to be coming out but the market hasn't caught onto the trend yet. I don't think I'll average into HMA until all the "yuck" is out. I'll just sit tight with what I've got and see how the national healthcare debate plays out this time.

I'm in insurance, but the property/casualty kind. I'm a market analyst with Allstate.

Shane
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