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Non-Tech : Lehman Bros (LEH) - classic overreaction, great future.
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To: Bill Coenen who wrote (114)3/31/1999 5:10:00 PM
From: victor buono  Read Replies (2) of 136
 
Hello all,

"The trend is your friend"

To be out of a stock that has earnings over 5 bucks, a P/E between 10-11, solid diversification, not to mention the financial trend is headed upward on the street. There is much more interest in financials now than six months ago as we all know! This stock will level up, it's just a matter of time.

Stick to fundamentals but at the same time don't ignore tech entirely. There are plenty of "justified" P/E's that are high.....but use your own strategy and not someone else's....

Just some thoughts..

Victor
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