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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (9126)12/4/1999 1:05:00 AM
From: jeffbas  Read Replies (1) of 78595
 
Armin, I believe you concentrate on tech stocks as I do - although I do consider myself a value investor. With respect to valuation and getting out of the market, my 4 largest current holdings have in the aggregate more than tripled since the beginning of the year. Yet such is the dynamics of technology that I would argue that over the next year or two these 4 small companies have very considerable further potential, although the risk/reward is unquestionably poorer than a year ago. As someone noted on Yahoo about one of them - that while there may have been the largest percentage gains this year the largest point gains are yet to come.

Do you have that kind of view where you are looking?
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