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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: T Bowl who wrote (11989)2/17/2000 10:49:00 AM
From: Kirk ©  Read Replies (3) of 15132
 
Interesting data for sure.

I just caught a bit of Tom Dorsey on CNBC and I think he said the market was a buy now because

1) Oil Prices are at a top
2) Interest rates are peaking

I think Allan follows his site closely and could verify, but it is interesting.

To me, what I find interesting is the people that said the market should be at 36,000 due to risk/reward premium over bonds and what really seems to be happening is the bond rates actually went higher (than traditional spread over inflation) to close the risk/reward gap and reflecting a higher cost of capital. Thus companies with good EVA numbers are getting highly rewarded in share price. I wish there was more data on EVA but it just hasn't caught on with the general investment community it seems. They are more interested in P/E, growth, margins, etc and seem to ignore cost of capital. Perhaps those that are buying the right stocks are not ignoring this?

Comments anyone?

Kirk out
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