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

To: TimbaBear who wrote (12181)	3/18/2001 4:08:19 PM
From: KevRupert	Read Replies (1) \| Respond to of 78614

TimbaBear, Have you used any standard metrics, or online resources, for assessing valuations on real estate operating companies -- or reits -- (i.e., assessed value is not priced into current stock price)? I hope you had an enjoyable cruise. Any new value stocks appear on your calculations? Welcome back. tia ad

To: TimbaBear who wrote (12181)	3/19/2001 11:43:53 AM
From: Jurgis Bekepuris	Respond to of 78614

Timba, I did not dig into the financials of ORCL as deep as you did, so I think that your concerns may be very true. Why did I buy ORCL? Because I still see it as a leading company in database field, which has achieved ~30%ROE in the last ten years. It is also rather attractively priced. In my opinion, they are well positioned for the future - though nothing is certain. There is a question whether they will win applications war against SEBL, etc. and whether they - or MSFT - will be winners with "apps over the net" initiatives. I partially own ORCL as a hedge for my MSFT position. Sorry, but it's more "brand-with-moat-highROE-ARP" approach than pure value investing. Good luck Jurgis - Bought more LDP @5.85, will buy more INTC@23.