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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (6410)3/23/1999 8:24:00 AM
From: Terrapin  Read Replies (1) of 78516
 
Hi James,

I (and the thread) knows what you do for a living and respect your opinions and analyses therefore it is not really my place to give unsolicited advice on this subject. So, here it goes <G>:

Perhaps you should postpone such a dramatic action until the words 'scared' and 'fear' pop up less than in your latest post. Is it just that stocks are over-valued or is there a catalyst in the wings? Rising oil prices? More foreign market turmoil? Domestic earnings on the wane? Have yuppies exited the most productive portion of their lives and started to withdraw money from their retirement plans?

Granted, I agree with your depiction of small-cap value stocks being ignored and under-performing. My 'non-value' holdings have far outperformed my 'value' holdings. But I am young and most pay a dividend greater than 7% so I sleep pretty well. All I am saying is that there should be a fundamental reason for a bear market (a correction might 'just happen' but I do not think a bear does - sound like a fair assumption?).

Hope you do not mind the advice. Good luck with whatever you decide.

John

PS: I recently chose TGX over TDW after they were discussed on the thread. I passed over TDW because I doubted that OPEC could regain control with an expanded base of oil suppliers. I bought TGX ($6.75) because I had just discussed prostate cancer treatments with some medical researcher friends of mine (just out of curiousity - not necessity!) and they had spoken very highly of the seeds. That and the company's balance sheet and potential seemed like synchronicity. Short-term you can see my advice is suspect! <G>
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