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Strategies & Market Trends : Value Investing

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To: Q. who wrote (8558)	10/8/1999 5:50:00 PM
From: Allen Furlan	Read Replies (1) of 78505

Re Home builders From Bloomberg Magazine. John Neff, retired manager of Windsor Fund says he thinks "home builder stocks are undervalued now" No kidding! His rationale is interesting. Stocks are reflecting the conventional wisdom that you shouldn't buy late in the business cycle. But for exactly that reason "investors can make a mint" when the P/E returns to normal levels during the next up cycle. How about oil service stocks as discussed in this thread. Also of interest in Bloomberg is an article by Richard Bernstein of Merrill Lynch. Last April value stocks(lowest P/B of the S&P 500) rose by 27% from previous year and beat the 500 by 15%. A retrospective review going back to 86 showed"value strategies never provided a negative absolute return nor under performed the S&P 500 during the 12 months after the outstanding month" Final item for the thread, todays Washington Post says that apartment vacancies are at the lowest level since WW II in MD,VA, and DC. Can anybody suggest REITS which are in apartments and which are well managed, preferably in midwest or southeast. Would appreciate knowing.

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