Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (14975)	7/30/2002 1:39:56 AM
From: Bob Rudd	Read Replies (1) of 78627

<<apparently are cigar butts with their disguise now removed.>>In some cases like Enron, WCOM, adelphia, ELN this fits, but in others like TYC and especially the energy merchants it was more a dramatic change in perception reflexively combined with deterioration in fundamentals & substantial debt levels. I don't know how to forecast the perceptual shifts or fundamentals like spark spreads, but debt levels have moved up several notches in importance. What's saved me considerable pain is a combination of diversification and sailing into the brunt of this with only 40% allocated to stocks.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next