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Strategies & Market Trends : Value Investing
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To: Don Earl who wrote (13947)2/17/2002 1:03:53 AM
From: James Clarke  Read Replies (1) of 79064
 
All this talk about accounting and its easy to forget that the biggest change in the current year is one that increases earnings, dramatically in a lot of cases (IUSA for example), and is completely legitimate. Its an adjustment I've always made routinely. Goodwill amortization. I'm no big fan of this accounting change only because it eliminates one of my favorite games.

If the market is going to blow up I think it comes from one of two places - JP Morgan/Chase blowing up, or a major macro shock from Japan. I am not short JP Morgan, though I probably should be. Forget P/E or P/B. If what I think is likely to happen happens, historical numbers ain't gonna matter.
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