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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (23543)	3/16/2006 9:46:28 PM
From: cfimx	Read Replies (1) of 78625

one thing to keep in mind is what Graham called "margin of safety". with goog I don't see it. The search business is not a mature business and could change rapidly. A new search technology could be invented and it could be bought by aol msft ebay or msft. msft is committing major brain power to doing search better than google. Playing the "relative" value game is what hurt many a value investor in the late 90s. They relaxed their standards so they could "play". Having said that, the stock could do very well from here. Just pointing out that if it did, it wouldn't be because it was a value in the Grahamian/Buffett sense of the word. regards ps: you want value? you want value? psttt kri...pass it on. ;-)

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