Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Marc Fortier who wrote (10029)	2/21/2000 4:15:00 PM
From: Terry Lyon	Read Replies (1) \| Respond to of 78661

Nice summary Mark. I like your picks and actually follow two and I am a fan of Peter Lynch. I think investors need to play all sides of the street - momentum and value - soas not to miss out. I like the less inflated techs which sell "picks and shovels" to the internet like LU, IBM, MOT, and INTC. I also like disruptive technology companies which own intellectual rights such as the fuel cell companies MKTY, FCL, PLUG, and BLDP - but these are still a gamble. I find the only way for me to buy pure internet stocks and biotech stocks is through mutual funds. I still believe in companies which pay increasing dividends or frequently buyback shares. I also like a few pennies like MBHC (33 million in assets and stock at 35 cents with $1+ a share in assets) - very risky now. Thanks for your opion and good luck!!! Terry

To: Marc Fortier who wrote (10029)	2/21/2000 11:32:00 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78661

Marc Thanks for the Summary of Ed Y's Bubble. On his site yardeni.com I also noticed a study entitled: How To Value Earnings Growth (1/31)' which like the 'Bubble' piece is restricted to subscribers. I was wondering if you had read it and if it contained any really new twists an factoring growth into valuation? TIA, bob