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

To: James Clarke who wrote (11243)	10/7/2000 11:51:34 PM
From: puborectalis	Respond to of 78625

redherring.com areas of interest

To: James Clarke who wrote (11243)	10/9/2000 10:14:44 AM
From: Grommit	Read Replies (1) \| Respond to of 78625

Paul, I like your pride/shame ratio but do not quite understand it. I wonder if greed/shame ratio might express the inclination to invest in socially unacceptable companies when there is a perception of underlying value. We are all greedy, so our greed factor would approach 80-90. The denominator it tricky, some might have a shame factor < 1. Lack of shame can really overwhelm the pride/shame ratio. regards, PS - I joined you in SKO today at quite a nice price. Under $8. Also bought TGT.

To: James Clarke who wrote (11243)	10/9/2000 11:14:14 AM
From: Jurgis Bekepuris	Respond to of 78625

EK - I ran some numbers and looked at the situation. The price is rather attractive, and the business does not look as bad as promised. But with all the other bargains popping around, I am not going to bite. See ANF (still!), GES, TSG, MYG, ELY, PCAR, CA, GPS, GCI, DL, NUE, APCC. Or even EFX, SGP, RAL - these are hitting new highs, so I am reluctant to buy. ;-) Or on the other hand the super-tech-trio: INTC+MSFT+LU. Substitute T, WCOM, AAPL if you wish. Jurgis - own ANF, TSG, MSFT, LU, and pharma-sector-fund P.S. Remember once more: "In a crash, buy quality!" ;-)