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

To: Paul Senior who wrote (8979)	11/18/1999 6:40:00 AM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78615

Sunstone deal voted + yesterday. Does anyone have any REIT income ideas to replace this one? I'll look at WXH, LHO, but am also looking at other sectors than lodging.

To: Paul Senior who wrote (8979)	11/18/1999 7:28:00 AM
From: Volsi Mimir	Respond to of 78615

Thanks for looking at it....and helpful site. And I am reviewing Moog's number and SEC stuff. Two things quickly ---1. I accidently found a somewhat answer or reasons why good companies have share prices that are low or below the market. I was cleaning 'house' and found Stocks and Commodities Dec98 lying around and naturally opened it and found 'Bollinger Group Power'pg94. The second paragraph reads: Academic studies have long differentiated between return and risk due to the market versus those due to company capabilities. Analyst John Bollinger's review of such studies places the return from stocks even more precisely: 50% is from industry group. He assigns the remaining return to the market at about 30%, and the stock itself at 20% The rest of this short article explains his methods (more precise industry groups and the Bollinger bands) which lead me to one of his web sites www.equitytrader.com... its new to me but I'm responding to your thoughtful look. Will look closer and report back Bollinger has an interesting graph with several choices that I must try. Then I will plug in 2 more choices- IBM and URS. 2. I may know the answer rather quickly-- Boeing just won a major missile contract and may trickle to Moog or other companies that are contractors to Boeing... Don't worry....[your ways]I believe I have been MORE wrong and many more times but will get better. And will read previous post to get to speed so if I don't respond for a while its because I have some homework to do. G'Day C ~.~