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Strategies & Market Trends : Value Investing
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To: John Stichnoth who wrote (6188)3/4/1999 3:32:00 PM
From: jeffbas  Read Replies (1) of 78470
 
On your last point, a higher exposure internationally is a plus not a minus. First, based on their release North America in 1999 will be the weakest area for the market relative to 1998. Second, I would think the US market is largely replacement, while any true growth will eventually come from overseas.

Your other points probably have helped us to buy the stock at 6-8% below the prior low, whereas DE, CSE, and AG average 17% above the lows previously reached at the same time. I do not believe NH fundamentals are worse and they may be better. Certainly the yield is a far superior investment factor compared with the other three.
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