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Strategies & Market Trends : Value Investing

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To: geoffrey Wren who wrote (5756)1/13/1999 9:03:00 AM
From: Terrapin  Read Replies (1) of 78683
 
MRM: Took a quick look at the S&P report.

I like the hint at growth through acquisition and the lack of debt. The dividend is a nice cushion if it is stable. But what happened in 1996? Reported loss and the stock price didn't even blink. My other concern is the need to fill management positions. Have you traded this stock much? Do you have trouble getting your orders filled given the lack of liquidity (stock viscosity <g>)?

As for the AMZN discussion I have noticed a drastic increase in my informal indicators of investor sentiment. CNBC, NPR, the local news, this thread, my wife, my family over the holidays,... all they could talk about was how over-valued internet stocks had become. If these things are predictive then I would say that somebody's short position would be profitable soon. If it happens I'll factor them in to my own little Investor Sentiment Index!

Good luck to all,
John
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