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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	7/8/2002 2:10:20 PM
From: dstange	Read Replies (3) of 79013

Hello Value Investors. I am a refugee from the Gorilla and Kings thread. I hope I have seen the correct light that valuations do matter now that I have lost much $$$ in tech. I even look for dividends now!!! I recently finished David Dreman's book on value investing and recommend it highly for everyone here. Have recently bought EP and ALD. Watching C, DUK, FBF, USAI, FRE, EV. Wondering if there are any articular sectors anyone else likes right now. Energy and utility have a few good names beaten down due to concerns over debt and energy trading, but those concerns are overdone. Some financials have been beaten down. I think tech overall will be down for a long time to come. Lots of people looking to sell anywhere near break even as the Nasdaq rises over the next few years. Thanks

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