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Pastimes : John Dessauer's Investors World

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To: polarisnh who wrote (2294)7/29/2000 5:47:52 PM
From: Harry Stein  Read Replies (1) of 2346
 
Steven, nice bit of work. What concerns me most about JD is that I am starting to distrust his logic and instincts. His form of value investing appears to be picking beaten up dogs that no one wants, CD, HLT... I have yet to see any of them turn around. I have owned CD for about 12 months and I don't see buying anymore of his recommendations nor will I renew my subscription. I think he is just "cruising" now adays and I think he does not have a good understanding on how the world economy is changing with technology. Just my thoughts.
Regards.
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