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

To: Paul Senior who wrote (9399)	12/23/1999 9:04:00 AM
From: Freedom Fighter	Respond to of 78486

Paul, Thanks. I was very upset that he didn't say Crimi and Buffett instead of the other way around. Just kidding of course. :-) The whole idea of being fully invested or not is a tough one for me. I can find enough reasonable values right now to get fully invested. However, my general view of the market is that it is extremely high. When overvalued markets break, the good, the bad, and the ugly all generally get killed. So I think it is prudent to be more cautious and have ammunition available to take advantage of better opportunities if they present themselves. Wayne

To: Paul Senior who wrote (9399)	12/23/1999 10:11:00 AM
From: James Clarke	Read Replies (1) \| Respond to of 78486

I am hearing that next week many institutional investors are going to be out of the market for several days due to fears of Y2K liability. That could create some wonderful inefficiencies to exploit, especially in small cap value-land. Keep your eyes open on the 29th-31st. Weird things could be happening, and that's what we should thrive on. And Jeff, on EBSC, you put it very well. The only thing I would add is that a handful of aggressive insitutions have accumulated roughly half the shares and are in a position to BE the catalyst.