Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Walt Disney -- Ignore unavailable to you. Want to Upgrade?

To: oilbabe who wrote (1794)	7/27/1999 9:47:00 AM
From: Mike 2.0	Read Replies (1) \| Respond to of 2222

Just an observation...Bill Miller has been pounding the stuffins out of S&P500 with a new twist on value investing. He focuses less on PE and more on other #'s most notably ROE, which is how he justifies hanging on to top 2 holdings AOL and Dell. The latest issue of Money magazine has a piece on him and his style. If & when he goes long DIS that would be a solid indication IMO that DIS may in fact be at a bottom. That same Money mag mentioned Bill Miller was buying Gateway and he was certainly right on that one. So it is useful to know what the fund winners are doing, that's all.