Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (62069)	4/16/2005 11:33:37 PM
From: Maurice Winn	Read Replies (2) of 74559

<<<inflation is unlikely to be a big deal>> ... what, has your house value declined, or your QCOM is no longer over-valued?> Right now, our house price is stable after a hefty inflation over 4 years. QCOM has declined from $44 to $32 and while not cheap, it's not annoyingly over-priced as it was. Maybe hindsight will show $44 to have been too cheap [when viewed from 2010] but I doubt it. As interest rates continue to grind at debtors and cash flows, returns on investment will need to be more attractive than P:E of 100:1 to compete with Prof Bernanke, aka Uncle Al [that seems weird while Green$pan is still the man]. Mqurice

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