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Strategies & Market Trends : Value Investing
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To: Freedom Fighter who wrote (9118)12/3/1999 3:14:00 PM
From: Freedom Fighter  Read Replies (1) of 78595
 
Bob,

I understood your point and agree.

I was just taking the reverse side. We've had better disclosure in the U.S. for a long long time.

To me, the present value of "more real" income streams like we have in the US does not enhance the value of the businesses. The lack of them decreases the value. So rather than argue for higher prices in the US than we have seen in the past, I would argue for lower prices overseas relative to the US as the fairer case. Some very smart people think earnings quality in the US is declining at present.

Of course Abby lives in a world where everything justifies higher prices and more balanced interpretations and value reducing issues are ignored. That's the 90s!

Wayne
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