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Strategies & Market Trends : The Art of Investing

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Dec 19 4:00 PM EST

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To: Gottfried who wrote (179)	10/22/1998 1:06:00 PM
From: Sun Tzu	Read Replies (4) of 10709

Thanks GM. Remember what I told you in my first post here. That the big caps will lose relative strength and the small caps will storm ahead. I see a few early signs that this is unfolding according to schedule. Hopefuly I will have the time to do the research to give you a quantitative answer, but for now suffice to say that several predominant Wall St. strategists, including those of Morgan Stanley and Prudential, agree with this assessment. In fact Prudential recently increased its asset allocation model from 0% small caps to 5%. This is significant as it takes a lot career risk to stick your neck out for small caps on Wall St. in lieu of what has been going on in the past 3 years. My present strategy is twofold: To find small caps (MCap 150M~850M) that are financially strong, dominant is an expanding market, and with great potential for top line growth. And to find companies that have fully discounted a recession (or trade at all time low valuations) and, but have no export exposure. Any suggestions is wellcome. I will avoid companies with weak balance sheet and little recognition in their market. Thanks, Sun Tzu

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