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To: Ilaine who wrote (92816)	4/11/2001 12:10:32 PM
From: patron_anejo_por_favor	Read Replies (1) \| Respond to of 436258

<<I think his buying style is GARP - Growth At a Reasonable Price>> For the most part that's true. OTOH, he's also reco'd SEBL.

To: Ilaine who wrote (92816)	4/11/2001 12:20:26 PM
From: JRI	Read Replies (2) \| Respond to of 436258

I know he's sharp...that's why I'm surprised he can mention the consumer debt problem, but then think that stocks are a buy here... Anyone examining the consumer debt problem/lack of savings has has to conclude that we are in for a long-period of consumer pullback.....and we all know what that means for the economy, profits, and stocks....(especially many value)....not good.....why try to bottom-pick now? We haven't even gone thru the 1st round of retailers disappointments yet..