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Strategies & Market Trends : Value Investing

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To: rjm2 who wrote (17582)	8/16/2003 12:43:17 PM
From: Dale Baker	Read Replies (3) of 78530

Comment - why do you let these intangible macro factors affect your decision to invest in value stocks? Are you investing in the broader markets and trends these stories discuss? Are you investing in all the companies with insider selling? Do you plan to buy index components that could be affected by mutual fund flow direction changes? Most value investors don't work that way. We look for specific situations that present compelling values. The broader picture is one whit away from irrelevant. Value investors can always find sectors moving up and identify good plays within those sectors. You are mixing momentum market timing issues with "value investing". It's a complete contradiction, IMHO. Value investors don't follow the herd. Otherwise we would just buy index funds and find a new hobby.

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