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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (7263)5/21/1999 9:01:00 AM
From: jeffbas  Read Replies (1) of 78998
 
Wallace, I think there should be reasonable limits on what we bring to discuss here. For example, growth stocks where the principal source of value is a P/E lower than the growth rate are often better investments than anything we will ever discuss, but are inconsistent with the theme of this thread.

We want a "frog" of the market, like a NH or PSO, where through our collective skills we can discuss whether there is real value, a significant margin of protection, and some chance of it turning into a "prince".
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