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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (9224)	12/9/1999 3:55:00 PM
From: jeffbas	Read Replies (2) of 78618

Nice analysis, Paul. What do you think it will take for "other" stocks to perform better. Will a period of tech stock underperformance do it, or will it take a tech stock plunge which will drag everything down, or merely the passage of yearend taxloss selling season. If the first or third, we here can continue to buy value stocks; if the second, then it is unsound do do anything but raise cash, and do what we feel comfortable with in tech stocks. I for one am participating with my existing tech stocks, but not buying more. Other than that I am the bid on a small BB stock, which probably has a Beta of zero, and watching a list of stocks like HRC, CTX and EBSC.

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