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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (1936)	10/28/2001 2:55:22 PM
From: lh56	Respond to of 99280

zeev, nice, cogent analysis. thanks. btw, bioQ's? opinion for near term? thanks again, larry

To: Zeev Hed who wrote (1936)	10/28/2001 6:42:16 PM
From: Rich1	Read Replies (2) \| Respond to of 99280

Guess tomorrows Low which undoubtably will be brought about by BA coincides with Cycle guys dates of 10/25,26,29...

To: Zeev Hed who wrote (1936)	10/28/2001 10:22:05 PM
From: waverider	Read Replies (1) \| Respond to of 99280

Excellent summary of your work Zeev. Just curious about this comment: >>>Do you think that a company like MRK selling at a PE of 20 when the alternative is 2% to 2.5% in short term deposits, is expensive? A PE of 20 would be "justified" without MRK's growth if competing interest rates were 5%, at 2.5%, you can make a very strong case for twice the current price on MRK.<<< Working on my own valuation model. Why do you feel that at current short term rates MRK valuation is lower than it should be? Is this based on ROE or some other measurement? Would appreciate your thought process on this. Thanks, wr

To: Zeev Hed who wrote (1936)	10/29/2001 1:15:09 PM
From: Math Junkie	Read Replies (1) \| Respond to of 99280

The quality of that self-assessment is hard to beat, and very necessary to continued success, IMO.

To: Zeev Hed who wrote (1936)	6/22/2002 11:34:01 PM
From: Mark Johnson	Respond to of 99280

<<and I see no major bear (except the immediate next six weeks or so)>> Uhhhh Zeev....ummmmm " I see no major bear ".....HMMMMMM.......do you like crow hot, cold, stewed.....I'll serve it up however you'd like......

To: Zeev Hed who wrote (1936)	6/23/2002 8:32:10 AM
From: Justa Werkenstiff	Respond to of 99280

Zeev: Re: "I am saying watch for a relapse, right now my model shows no reasons for the September lows to be taken out...." Nuts.