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Strategies & Market Trends : Value Investing

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To: LauA who wrote (6736)	4/14/1999 7:32:00 PM
From: James Clarke	Read Replies (2) of 78598

GEHL is an extremely dangerous stock. The skid steer market will collapse by year-end. What I really wanted to post though is that from an institutional investor's perspective the last two days, especially today, was the biggest rotation from growth stocks into value stock (especially cyclicals) I have seen in three years. The question is can it last. The small caps are also starting to perk up. The internet stocks got clocked today. But anybody with an institutional value portfolio is thinking about popping the champagne. Or is it just a false start. David "Why Did I Schedule This Interview Tonight" Alger was on Moneyline tonight and poo-pooed it. His top holdings are AOL, Amazon and Dell. Not a good day for David Alger. Value managers were up VERY big today, despite the indices being off 1-3%. Can it last? And if it does, can the small caps outperform without a catharsis? That was my reason to sell half my portfolio a month ago, that there is no way this market corrects without everything correcting. So far it looks like one of the dumbest decisions I have ever made. Every stock I sold is up 10-20%. There could be something very big happening here. JJC

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