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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (6794)	4/16/1999 7:18:00 PM
From: Freedom Fighter	Read Replies (1) of 78958

James, >> Even in hindsight, I can't find the immediate catalyst. I had always figured it would be interest rates. (How many times have I said "Value is its own catalyst", but I forgot that at the bottom.)<< If you are fishing for a catalyst I "may" have one. Early in the week Abby made some comments about the values in the smaller U.S. related stocks as opposed to the large multinationals. That's when I started to see the rotation begin. Aside from my personal portfolio, I think it would be a very healthy development if some of the air comes out of the internuts, drugs, some high techs etc... that had gotten a bit ahead of themselves. WC

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