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

To: Paul Senior who wrote (15901)	12/5/2002 1:24:10 PM
From: Dale Baker	Read Replies (1) \| Respond to of 78705

Beware of falling sector knives, especially in this not-so-nice bear market. Sectors that thrive for a while just go off like old meat, then valuation doesn't seem to matter as the stocks get booted down the stairs. With interest rates destined to go up sometime not too far over the horizon, I can't see housing as a good play in general, even if the PE ratios are tiny right now. Just my two cents. That said, the lack of sector leadership in the market makes pro-sector buying impossible too.