Graham and Doddsville -- Value Investing In The New Era Message Board

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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era

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To: Freedom Fighter who wrote (443)	6/29/1998 8:03:00 AM
From: porcupine --''''>	Read Replies (1) of 1722

Your letter to Barron's says, in part, "My primary hit list includes retail, computers, and restaurants." I agree. As one commentator has pointed out, these are companies that need to raise prices to raise profits -- an unlikely scenario if my "3rd Era" thesis about a long-term deflation/disinflation environment holds up. The other side of the coin is that I believe that companies in industries susceptible to long-term, ongoing cost-cutting, including the cost of replacing capital equipment, will surprise on the upside. Btw, what do you think of Sbarro's? Reynolds Russell web.idirect.com "There are no sure and easy paths to riches in Wall Street or anywhere else." (Benjamin Graham) "All things excellent are as difficult as they are rare." (Spinoza)

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