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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (10705)6/9/2000 12:18:00 PM
From: Grantcw  Read Replies (1) of 78702
 
Hello James,

I agree with your thoughts on PG. Some of those Dow stocks are still way overvalued, more overvalued than some of the Nasdaq high-fliers, imo (not the dot-coms, but companies like QCOM, CREE, etc... but that's another thread).

Anyways, I noticed that you are an avid follower of SNH. I was wondering if you've done a comparison between SNH and HRP (its parent) to determine the relative valuations of the companies? Is it possible that HRP is a better buy at these levels?

Thanks,

cw
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