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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (3610)	3/24/1998 12:28:00 AM
From: Ron Bower	Read Replies (2) of 78567

Paul, You'll have to admit that it's getting tough to find 'em. I keep coming up with companies that have great growth histories but don't seem to know where to go from here. Lotta cash, low debt, but a lot of competition, tighter margins, and management concerned about the value of their options. Doesn't occur to them to do some belt tightening and declare some dividends. Instead they'll buy back stock so the value stays high - for who? Or - they go looking for an acquisition. This way they can show revenue and earnings growth. We're supposed to ignore the big 'goodwill' number they put on the books. Ran 146 stocks last weekend, found 7 worth further research, scratched last one off the list today. I don't care what the market does, but I think it's more difficult to find value stocks at decent buy-in prices. IMO, Ron

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