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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (7555)	6/16/1999 12:13:00 AM
From: TimbaBear	Respond to of 78673

This wouldn't necessarily be considered Value Investing (unless it would be contrarian) but companies such as you described would seem to make a nice portfolio of potential short candidates.

To: James Clarke who wrote (7555)	6/22/1999 4:40:00 PM
From: Freedom Fighter	Respond to of 78673

James, >>Companies booking a large percentage of their earnings off their pension fund might be another example.<< Good point. This is one of a series of ways that the bull market itself is making corporate performance, earnings, and the economy look better than is actually sustainable. This in turn is encouraging more buying. That is exactly what Soros was talking about in "The Alchemy of Finance" and the sequels. It is part of the definition of a bubble too. Wayne