Money Managers after the Perfect Storm Message Board

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Non-Tech : Money Managers after the Perfect Storm

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To: Tom D who wrote (6)	2/25/2002 12:07:41 PM
From: Skeeter Bug	Read Replies (1) of 46

>>I sincerely believe we are in a bull market now. It just excludes large cap tech stocks.<< you could be right. i recall such a market occurred in the 70s - so it can happen. >>But if there is money to be earned at minimal risk, why not?<< this is an individual assessment. i wil say that your approach does a great job of minimizing risk. >>What is not to like about Cambiar?<< i'll check 'em out... >>As you are well aware, the general sentiment is extremely negative.<< in many cases, i flat out disagree. 30-40 pes placed on no growth stocks does not represent a negative attitude, imho. more like irrational exhuberence. however, you've made the argument thatmany stocks provide some level of value and you aren't chasing the stock du jour - so we may agree on some of those issues. be careful not to compare valuations to bubble valuations to decide something is cheap. sub 10 pes are not that uncommon in rational markets. >>Investing is counter-emotional.<< that's why i'm still cautious. pu5t csco at $4 and msft in the low $20s and then i smell fear. >>There are extraordinary amounts of cash on the sidelines. This money will return to the markets.<< this is an assumption i won't make. the money may go to savings or to pay down debt. mine is staying in cash (except for a few small caps i own). >>FWIW, Salomon Smith Barney is forecasting 20% returns in 002, but, as mentioned earlier, it will be in different stocks.<< tom, you can make money for sure. however, salomon can't be trusted, imho. how can we gauge the accuracy of their forcast? >>It won't be in the types of stocks that overperformed in the late 90's. It will be small and mid cap stocks.<< very possible. i sure hope my small caps over produce. :-)

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