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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: GVTucker who wrote (126213)	1/29/2001 12:44:12 PM
From: Mary Cluney	Read Replies (1) of 186894

GVTucker,<<<. Up until last year (a relative boom year for value managers), his performance had been very poor for a while. In fact, it underperformed poor from the time he sold his firm to Kemper until last year.>>> Actually his overall record is very good. David Dreman has managed the Kemper fund (KDHAX) for the last 12 years. His fund has returned more than 20% annualized over the last 10 years. YTD his fund has returned over 35%. In his own words: <<<You don't make this kind of money by buying hot stocks that are in the news. You make it by investing long term in sound companies when they are out of favor....The most exciting stocks are almost always overpriced>>> <<<Buying companies that are going through tough times doesn't mean buying bad companies. "We don't like dogs," says Dreman. "All our stocks are financially strong, have high yields, and earnings growth faster than the market.">>> Dreman suggests five ways to find undervalued stocks: 1) Look for a low price-to-earnings ratio 2) a low price-to-book ratio 3) low price-to-cash flow 4) a high yield 5) low stock prices relative to the industry. According to Morningstar the fund takes only average risks. Anyhow, yikes, who is next? Warren Buffet? Mary

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