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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (4878)8/30/1998 5:59:00 PM
From: Bob Rudd  Read Replies (1) of 78515
 
Wallace: A key question here is WHICH interest rates are declining?
Prime borrowers are looking at lower rates - their borrowing costs tag along with treasuries. But many of the fallen angels and value stocks we look at on this board aren't prime borrowers and I suspect looking at the carnage in high yeild bond funds relative to treasury funds that the borrowing costs for the little fellers is going up, not down. This is contributing to the continued relative underperformace of the sector. The bond rally is more a flight to quality rally than a general rate decline.
Respectfully,
Bob
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