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Strategies & Market Trends : REITS - Buying 1 - 2 weeks before going ex-dividend -- Ignore unavailable to you. Want to Upgrade?

To: Richard Barron who wrote (1528)	9/28/1999 1:37:00 PM
From: bob s	Read Replies (1) \| Respond to of 2561

Richard-Any take on the mgmt. reorg at CEI??? Bob

To: Richard Barron who wrote (1528)	9/28/1999 2:34:00 PM
From: gregor	Read Replies (1) \| Respond to of 2561

The rms it looks is going down not in concert with but in sympathy with the overall market. I've seen corrections, plenty of them where the rms will rise as the cash flow reverses into safe plays, and supportive plays but it looks like it is different this time. The difference is that the underlying assets look like they are overpriced,( although the market has discounted already ) esp. commercial, retail, hotels ,etc. well just about all the sectors, really, so I would say nothing is safe. But I wouldn't discount the bottom of the cycle yet. I feel the turn around will be event driven and not predictable as re. interest rates or a "known " . I can only say I've been right so far. Tomorrow is another day. So WDIK....