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To: KyrosL who wrote (34533)9/25/1999 1:14:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 45548
 
Kyros,

Intersting article. I'd love to get the entire text. One thing that I wonder is if the authors have a way of valuing future prospective earnings and future growth in emerging markets. I think that part of the reason that the winning stocks have over-performed and that "losing stocks" have under-performed can be found in investor sentiment about future opportunities and ability for a company to capitalize on those opportunities. I would propose that if this study - which I'm sure is excellent and worthwhile - doesn't integrate these issues as well then it become nothing more than an interesting datapoint of past performance and past valuations. What do you think?

OG



To: KyrosL who wrote (34533)9/25/1999 7:24:00 PM
From: John Goldthorp  Respond to of 45548
 
Good Post, K.

Dreman has a good long term record, especially when adjusted
for risk. Sometimes he gets lumped in with the "value" guys
but he really is more of a "low P/E" investor.

And some of his big scores have been with battered techs --
e.g., CPQ and INTC in the not-too-distant past. Off topic, but he has to love some of the regional banks now.
And COMS, of course.

Thanks for the post.

JG


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