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Strategies & Market Trends : Buffettology
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To: Freedom Fighter who wrote (266)9/1/1998 12:56:00 PM
From: Robert Douglas  Read Replies (4) of 4691
 
Wayne,

You left one very important thing out. Profit margins. Profit margins have been expanding the last several years and are now at the level where I would deem them "unsustainable". That means you have a high P/E on unsustainable profits. Not a good combination.

As you mentioned however, this is not a uniform condition among all stocks. There are many "ignored" stocks that are selling at real levels of value. This is where I am concentrating my efforts.

-Robert
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