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


To: valueminded who wrote (8357)9/24/1999 1:20:00 AM
From: Paul Senior  Respond to of 79003
 
Very odd post imo, Chris Pedicini. As "a value investor and avid fan of Graham" you are suggesting macro economic possibility of entering a bear market, and so your recommendation to people here is to look for short candidates??? And your focus is on free cash flow as "all that matters"??

My opinion is that Graham focused on individual stocks and moving a percentage of stocks to bonds when stocks were overvalued. I don't recall any of Graham's rules of investing which required free cash flow analysis.