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To: Bill Harmond who wrote (104312)5/29/2000 4:57:00 AM
From: GST  Read Replies (1) | Respond to of 164684
 
William: Re attractive investments -- I don't have an inside track or stock tip sheet - I am just observing that valuations have come back to earth. I bought Mot -- I think the WTO agreement with China is big news -- it is to the Chinese I am seeing in Brunei this week. At 29 times next years earnings, it is not a bad time to buy some IMO. I also bought GM -- they have the cash-flow to buy back ALL their stock -- and I want a piece of that. You know how I feel about some of the flyers -- but where-ever you look, things are getting more in line with fundamentals. It may be early to buy with both hands -- but I think it is time to begin building positions again. Good luck.



To: Bill Harmond who wrote (104312)5/29/2000 10:00:00 AM
From: Glenn D. Rudolph  Respond to of 164684
 
William,

Do you recall when we discussed this issue years ago? Maybe a year ago. Anyhow, I never thought there would be a study on it LOL.

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