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

To: TimbaBear who wrote (15053)	8/5/2002 5:12:52 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78516

Timba: Deep value screens often kick up 'Too good to be true' stuff, but usually the warts become apparent with a bit of digging: Very low PE's due to one-time gains or book values based on assets of questionable value. ACLNF, OTOH, appears to be a fraud like AREM...maybe worse. I used to consider frauds a very rare and highly unikely risk, but have ratcheted up the estimated probablity and sensitivity to red flags. Haven't dug thru the one's on your screen yet, but I converted them to Yahoo lists[I've become used to Yahoo for 1st cut looks, perhaps others are too]: quote.yahoo.com quote.yahoo.com <<Yielded only 25 companies, which itself tells me this market decline isn't nearly done yet.>>It's clear that perceptions of what constitutes a 'bargain' have been ratcheted up in the bubble and have more work to do on the downside. I suspect tax-selling [buying] season this year should be interesting.