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Joe Stocks

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Joe Stocks

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Sunday, 03/23/2008 8:14:32 PM

Sunday, March 23, 2008 8:14:32 PM

Post# of 77470
Legg Mason's Bill Miller's "Value" fund (LMVTX) is down 17.7% year to date. It is underperforming the S&P by 8.69%. Value fund? Largest holding is AMZN at near 7% of the fund. Bill's cash position is .1%. Redemptions will have him selling just about anything, and maybe some of everything. Big investor in BSC, CFC as well as the homebuilders.

FWIW,
http://quicktake.morningstar.com/fundnet/Snapshot.aspx?Country=USA&Symbol=LMVTX&hsection=

Joe

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