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Strategies & Market Trends : Buffettology

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To: Sonki who wrote (419)	10/12/1998 8:34:00 AM
From: James Clarke	Read Replies (2) of 4691

I'm not buying KO any time soon either, so you're fighting a straw man there. What does look interesting on the fear-greed meter is high quality financials. Merrill Lynch, Morgan Stanley, American Express, Citigroup. I am not the guy to analyze these, but everybody's scared of them right now, and they are some pretty darned good companies. I have a lot of trouble calculating intrinsic value of financial companies, though. Can anybody help? JJC

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