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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (9109)12/3/1999 12:47:00 PM
From: Freedom Fighter  Read Replies (3) of 78594
 
Bob,

Abby has made herself rich and famous rationalizing and promoting this "bubble" bull market over the years. She has a lot interesting things to say, unfortunately she is so wildly one-sided in her interpretations of past, present, and future issues that it's real hard to take her seriously. She's a promoter in my view, not a analyst trying to make serious long term value judgments.

How about this more balanced point of view?

I am willing to pay a price for US companies that is appropriate given the earnings, ROE, balance sheet, footnote disclosures etc... that are presented.

I am willing to pay less for the appearance of the same in countries where the information is incomplete or less trustworthy.

Wayne
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