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Strategies & Market Trends : Value Investing
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To: Allen Furlan who wrote (4609)8/5/1998 6:41:00 PM
From: jeffbas   of 78741
 
I agree with your view and would emphasize that what happens in this kind of market is not that we compromise on what is value (PSO was value, for example) but we compromise on quality (PSO is not quality).
That compromise can be dangerous if a selloff were to continue - a second tier stock at a P/E of 8 that no one cares about can just as well sell at a P/E of 6 (and maybe the "E" goes down as well to compound matters).
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