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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (5711)1/11/1999 4:09:00 PM
From: Investor2  Read Replies (1) of 78691
 
Re: "The theme of this thread is that valuation and fundamentals matter ... Sometimes this means buying out of favor, beaten down stocks where fundamentals are better than price reflects. Sometimes it means shorting overvalued high fliers. The recent discussion is about how to do this and stay within risk tolerance parameters."

Shorting internet stocks is purely rank speculation. I believe that it very well could be a sign of a market top when "value investors" begin to speculate in internet stocks.

Best wishes,

I2
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