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Strategies & Market Trends : Waiting for the big Kahuna
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To: Manx who wrote (10743)12/2/1997 9:26:00 PM
From: Ibexx  Read Replies (1) of 94695
 
Manx,

Thanks for your kind words.

As a rule I hesitate to discuss "valuation" of stocks in a public forum as I, as a long-term investor, tend to incorporate strategic values in my valuation model. Although this approach has served me well in the past, I wouldn't exactly recommend it to everyone on SI as others investors' goals/temperament/resources could be vastly different from mine.

That said, I think I can safely mention 3 stocks which I consider undervalued if your time horizon is greater than 9-12 months--AMAT. INTC and CPQ. Needless to say, you have read the above at your own risk. :-)

Regards and best of luck,
Ibexx
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