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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (4536)7/30/1998 1:04:00 PM
From: Ron Bower   of 78702
 
James,

Well stated post, but I disagree that it's a time hoard cash. There are some very good companies out there selling at bargain prices - based on old fashioned financial value analysis.

IMO - When one can find well managed companies that can be bought with a reasonable expectation that their operational profits (cash and BV growth) will exceed 20% on the price, money is put to better use invested. We might not buy these companies at the lows, will likely see some volatility, may take some paper losses, and we'll have to constantly review their situation, but they'll provide a much better return than sitting on cash.

I also believe it's a mistake to ignore the under $100M stocks as they may be the $B stocks of tomorrow. IMO value and potential are much more important than market cap or sales revs.

JMHO,
Ron
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