SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (1703)8/17/1997 2:39:00 PM
From: Ron Bower   of 78819
 
Paul,

Have you "forgotten the sell component" or not finding better to buy?

This seems to be the recent theme on the 'value' list.

While I haven't recently looked at the stocks you listed, I doubt very much if you've been effected by the 'market correction' and may have actually gained from monies going out of the high flyers to the mid and smaller cap stocks.

IMO - value investors aren't often subject to the overall market trends and can often gain during falloff periods as investors look for a place to put their money when they bail out of the trendy stocks.

Would you please look at CHERA & CHERB? (A is non-voting but otherwise equal so B sells at a slight premium) It's selling @ 1.1x BV, low PE, and has shown 40% average earnings growth last 4Q. Would be interested in your opinion compared to others in the sector.

Thanx,
Ron
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext