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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (1484)7/4/1997 6:47:00 PM
From: Ron Bower   of 78702
 
James,

I have to agree with most everything you've stated about the market being overvalued and fragile. Not only is there little cash, there's major margin positions.

However, I disagree that one should be converting to cash at this point. Many small caps and certain sectors are undervalued. They might not be showing 30-40% growth, but well managed companies priced around BV, minimal debt, good cash position, and solid earnings.

An example is Methode Electronics. Hasn't kept pace with the market and a good long term buy at todays price. (I've owned for years)

I'm fully invested, frustrated because of the good buys out there.

Ron
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