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

To: jeffbas who wrote (16419)	2/13/2003 1:03:43 PM
From: Paul Senior	Respond to of 78671

jeffrey bash. I've never cared much for treasuries. (My error perhaps.) I have to hope you are right and that 7x p/e's are only widely available if rates do go up a lot. I'm hoping rates don't go up like that because it would certainly (imo) decimate my portfolio that has many 10-12 or higher p/e stocks. Rate increases don't seem to be an issue now though. It's something else. Terrorists, lack of faith in the government, China as manufacturing powerhouse destroying US manufacturing, too many changes in direction (tax law proposals, surpluses to deficits, etc) or something else. If treasuries ever do again, like in the 1970's, get to the point where they seem a reasonable alternative to stocks (like maybe at 10%?), for the first time I will very likely swap monies from stocks into those bonds or notes ...Assuming I'm still even around after this current market shooting.