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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (54365)	10/21/2001 12:41:21 AM
From: Mike M	Read Replies (1) \| Respond to of 70976

Zeev, it is true that value is not likely to move in concert with growth stocks in the middle of a bull rally. But not everybody can buy and sell stocks three times a day. Any number of investors, to include Warren Buffett, and mutual funds, like Lord Abbett's Affiliated, have for many years enjoyed excellent investment performance without experiencing the anxiety or requiring the attention that a portfolio of growth stocks demands... This is not in any way a criticism of your investment acumen which is impressive to say the least, merely another approach to investing. If, as you and I believe, we are in for several years of bear market with multiple rallies intersperced, unless someone intends to aggressively manage their portfolio, value will IMHO outperform growth over the next several years.

To: Zeev Hed who wrote (54365)	10/21/2001 9:09:05 AM
From: Jerome	Read Replies (1) \| Respond to of 70976

>>>Once big money decides to jump in, they go with the leaders in each segment, the AMAT, INTC, MU, MSFT, simply because they are big chunks of the averages<<< This I would accept as correct. But in looking at our current national economy,(which is in poor shape) is their anything (event wise) on the near horizon that is going justify a a move up in the major averages? Regards, Jerome

To: Zeev Hed who wrote (54365)	10/21/2001 6:41:01 PM
From: Will Lyons	Read Replies (2) \| Respond to of 70976

Zeev, Ian, Jerome, et al 1 There are some growth stocks that are also value stocks 2 Some are even followed by funds and institutions [I must admit that most are too small] 3 Many have lots of cash and may become takeover candidates 4 Or use cash for M and A and ultimately become big enough to attract attention 5 In roaring bull markets lower priced stocks outpaced the higher 6 AMAT is a great company but I like to diversify into some value growth stocks like TRKN @ very low p/e p/s p/cash p/book 7 I am not posting a list here as my purpose is to discuss the pros and cons of styles of investing. rather than individual stocks Criticism and comments welcome and appreciated WL

To: Zeev Hed who wrote (54365)	10/21/2001 7:12:37 PM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Stocks May Drop on Poor Profits, War NEW YORK — Stocks are poised to slip this week with the flood of earnings expected to yield little good news, while uncertainty over the war in Afghanistan and fear of more attacks on the United States will keep investors on edge. :0( foxnews.com Major stock market gauges fell last week, and analysts say that trend will continue over the next two weeks as investors get more confirmation of what is expected to be the worst quarter for corporate profits in a decade. Earnings could take a back seat, however, to geopolitical events as the United States embarks on a ground assault in Afghanistan and Americans brace for the possibility of more assaults on U.S. soil after the attacks on New York and Washington last month that killed more than 5,000 people. "There's more uncertainty as you have guys on the ground, less support from earnings than what we're experiencing now, and maybe the reality of the weakness in the fourth quarter starting to weigh a little more on the market," said Jon Brorson, director of equities at Northern Trust. A fresh batch of blue-chip firms are scheduled to issue quarterly scorecards this week, including financial services giant American Express Co., while Compaq Computer tops the list of high-tech firms reporting. Wall Street also will be looking out for the latest economic reports, including the Federal Reserve's Beige Book, its anecdotal take on the U.S. economy, as well as durable goods data and weekly jobless claims figures.