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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (9863)	2/4/2000 8:45:00 PM
From: Archie Meeties	of 78741

Although I don't follow RBMG I'll offer my 0.02. I wouldn't own an interest rate sensitive co. in this environment. The CRB is up >16% since last Summer and I refuse to admit that we live in an economy sheltered from commodity driven inflation. The government statistics we receive about inflation are grossly wrong, IMO. The move in oil alone is enough to spark an inflationary fire (not to mention heating oil and jet fuel), and there's demand driven moves in base metals and lumber. If you're a buyer or holder of RBMG or similar stocks you are arguing either that - a) this stock is not sensitive to interest rate hikes or b) there will be no further interest rate hikes. I don't see how one can confidently claim either one of those. The only way out of it is to say that the current price discounts another rate increase. Got Silver?

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