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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (13520)	1/2/2002 11:23:48 AM
From: Bob Rudd	Read Replies (1) of 78568

<<I am not at all optimistic. And I'm not talking about the general market - last year I saw the general market as dangerous, but I knew I was finding opportunites that would go up. And they did - I'm coming off a very good year. Today I still see the general market as dangerous, but the kind of things I buy look fully valued - a very picked over market without a lot of outliers - those outliers are my game and they're just not there.>> Ditto...When you find a potential 'gem' and look under the hood, you see dying chipmonks...or a bomb ['small, managable' asbestos exposure...yeah, right]. .

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