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

To: jeffbas who wrote (7815)	7/22/1999 12:19:00 PM
From: Mike 2.0	Respond to of 78470

Beneficiaries of the greeting card shift are manufacturers of computer equipment (Dell), printers and cartridges (HP), greeting card software (Microsoft) and commodity paper companies (Georgia Pacific, for example). I agree with Jeffrey that Gibson (sorry no flame bait intended) is a dog. IMO another good analogy can be drawn with "value" Stock FranklinCovey. As consulting business goes South, their day planner printing becomes a commodity business fistfight with DayRunner and other lower priced competitors, while a new tool, Palm Pilots and other handhelds, devour market share. I am SO glad I passed on FC while it was around 20. Similarly, Gibson is losing market share to bigger competitors and new medium of PC cards made with software and/or internet card sites like bluemountain.com, etc. Of the beneficiaries mentioned above, Microsoft will surely make you money, as will Dell, Gateway, or thoughtful investments in ISPs (AOL, but don;t ask me to time an entry!), providing the internet access to send cards online, but of course they do not meet the "value"/"net net"/trading below book value etc. definition of "value" on this thread. Unless IMHO one is willing to make a paradigm shift (there goes FranklinCovey again :-) into growth stocks not value stocks, you do not have a play here. JMO, Mike