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

To: Bob Rudd who wrote (9350)	12/17/1999 7:04:00 PM
From: Archie Meeties	Respond to of 78519

Value investing is a dying art. Soon only you and Buffet will be left (VBG). In all seriousness, I think it was Neff who said that the need for value investing grows more and more imperative and market valuations grow to unsustainable heights. (As in YHOO having a market cap 2x that of General Motors!). Numerous value sages (Peter Lynch, Buffet) have recently suggested that energy is a value play, and the projected increase in natural gas usage for electricity supports a long bull market. While I consider the entire sector to be undervalued currently, there a few stocks of particular interest. Start here, with PETD. quicken.excite.com Good luck all. -A.

To: Bob Rudd who wrote (9350)	12/17/1999 9:57:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78519

I'm just loathe to hold something sinking to new lows unless I understand exactly what those reasons are and feel them irrelevant to my investment position. Value investors as bottom fishers get there teeth kicked in every once in a while. And I think that it can be a big source of diminished returns. I've stepped aside of some crashing, burning pieces using this method. Plus, there's always something else to buy. Mike