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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (16608)3/14/2003 9:24:47 AM
From: Bob Rudd  Read Replies (2) of 78625
 
Paul: It's tough to find bargains without baggage in this market. Nearly everything I look at with low multiples has serious warts. Here's a recent article on Bob Olstein: cbs.marketwatch.com
His recent fav's MCD, TYC & DIS. [I own MCD & TYC] All wart-bearing critters to be sure. The stuff I posted on BAX was written by an analyst who's Overweight the stock...hard to imagine what a bear would say. The key takeaway is that nearly any bargain will have problems and if we don't see them we're probably not looking hard enough. I used to think large drops meant the market was overreacting to minor glitches, yet so many times, these drops have preceded a series of revelations, often uncovered by greater scrutiny due to the drop, that include accounting issues, credit downgrades, competitive issues, business models that no longer work....and so on. Perhaps that's a key difference with a bear market...none of this stuff get's ignored.
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