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

To: Bob Rudd who wrote (16411)	2/12/2003 6:50:08 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78670

Bob Rudd, I'm adding more to several stock holdings as the stocks drop in price to new lows. I continue this practice as it has worked in the past (sometimes). However, we just might be in a very new era where this won't work even at current and relatively low stock valuations. Stock p/e's at all risk and growth levels may come down further and stay down because investors may want quick and larger paybacks for investing in a future that's co-opted by extremists. Perhaps like only buying stocks if NPV calculations work for 4 or 5 years, because the future's too iffy to carry the calculations out longer. So by avoiding most stocks, investors might continue to drop p/e ratios to adjust for the additional risks that seem more possible and probable as regards suicide attacks on the US and maybe chem, bio, or nuclear attacks too.