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Strategies & Market Trends : Value Investing

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To: Mr. Sunshine who wrote (16941)	4/29/2003 8:33:53 PM
From: jeffbas	Read Replies (3) of 78498

I am seeing a revaluation upwards of meritorious small cap stocks. I think there are three main reasons for this. All such stocks got indiscriminately slaughtered in the bear market selloff - but not all such companies fundamentals got killed. Second, very few small companies have defined benefit pension plans, increased contributions to which will be hurting many big companies' results for years to come. Last, a big company has a tough time doing materially better than the industry in which it operates, because of its size; small companies can operate in a niche that performs much differently than a general industry category. Has anyone else noticed this phenomenon?

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