SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (9440)12/28/1999 8:55:00 PM
From: cfimx  Read Replies (1) of 79066
 
Paul thanks for the voluminous response. <g> I just shifted some of my ira into reits. I sold some of my "wild" insurance and bank stocks to do it. <g>

Theoretically, interest rates SHOULD affect tech stocks, inuts, and all the rest. Some would say EVEN more so since without much PRESENT earnings, analysts have to look to the "out" years for earnings.And that's where the discount rate would effect the valuation. But I also agree with you that these, can we call them investors?, could give a hoot. They just could care less. But I also think that THIS can't continue for much longer. For my reasoning, check at Sam Zell's interview in this week's Barron's. I see it is now happening in Europe and Hong Kong and Japan. So I think to stop this speculation, rates may have to go up A LOT.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext