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Strategies & Market Trends : Value Investing

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To: TAPDOG who wrote (6974)	4/28/1999 3:44:00 PM
From: Bob Rudd	Read Replies (2) of 78469

TAP: Valuation of net stocks...I agree, but lately I'm seeing higher value estimates from guys I respect like Dreman, I posted earlier on and Damodoran...Soros reflexive theory is playing out in real time as these guys take funny money shares and buy interesting stuff. I still think an ugly unwinding is ahead, but shorting with serious moneyh is real dangerous even at these nosebleed levels. Thanks for the addall Link...I also liked the closeout place it lead to. Bob

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