Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: Haim R. Branisteanu who wrote (38196)	7/21/2002 4:06:57 PM
From: mishedlo	Read Replies (1) of 52237

Couple thoughts Haim. How sustainable are earnings today? Does anyone believe PEG estimates? Does investing at these higher PEs (as it seems from your viewpoint) accurately reflect the risks of debt implosion, derrivative failures, pension underfunding as well as pension assumptions, currency failures? Do the PEs we see reflect the effect of stock options? Is the risk on the downside or the upside at these levels? If all the above is factored in, then yes higher PEs are warranted based on inflation and other factors (assuming again that inflation stays low and bond rates stay low), wow even more assumptions. Am I correct or am I missing something? M

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