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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (5839)	1/23/1999 4:58:00 PM
From: jeffbas	Read Replies (2) of 78481

Jim, I recently traded NH bought at $10, as I thought a trade was all it was worth at this time. Do you have an opinion on where historically it has paid to buy these cyclical stocks -- when everyone knows results are going to get worse and they are down a ton, or when they are actually reporting the lousy numbers? If the latter, then I would say we should wait for the poor comparisons and START buying when they do not elicit any further down moves to speak of in the market on the bad news. By the way, NH (my favorite) has exposure to Brazil, whether it is disproportionately large I do not know -- but it may be a source of further downgrading of its expectations.

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