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Strategies & Market Trends : Value Investing

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To: Tomato who wrote (11301)	10/16/2000 9:17:03 PM
From: Paul Senior	of 78669

Yes, I saw the article. My reaction was that I was both shocked and scared to see such an apparently successful investor take such an outlier position compared to what I understand to be sensible investing (long ONLY 3 companies (!) with so many undervalued stocks out there now??). And those three stocks - they made no impression on me, can't even remember 'em. Delphi? Big deal. If Delphi moves, the other auto parts stocks mentioned here (on this thread) will also be pulled from their trough too. The problem with very intelligent people is sometimes they think too much. The man builds a very articulate case that stocks are overvalued. And maybe he will indeed call the the market correctly. But if we here (on the Graham value thread) want to follow Dr Graham's version of intelligent methodology, we will be diversified and not be less than 25% in stocks (75% in bonds) when the market is high. And imo it is arguable that with so many sectors in the doldrums, that "the market" is high. Paul

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