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

To: sjemmeri who wrote (16501)	2/23/2003 2:58:07 PM
From: jeffbas	Respond to of 78554

Steven, I tend to agree with you, but with a key qualification. I suspect that a lot more investors look at current assets versus current liabilities and debt - and cash flow. Fixed assets and goodwill don't count for too much if the issue is or might be survival.

To: sjemmeri who wrote (16501)	2/24/2003 7:49:29 AM
From: Bob Rudd	Respond to of 78554

Steve, I suspect the focus of the question was the subset of investors that consider value multiples...as opposed to technical traders and 'tip-followers'. The Barrons audience and the interviewee's peer group both tend to be in that subset. While there are well over 7000 mutual funds, you'd be hard pressed to find more than 2 that exclusively use technical strategies...ditto pension managers...those institutional investors would be the interviewees peer group. BTW, I did a search of SI for 'book value' and posts from several other threads did pop up...Dale Baker's 50% Gains thread being the most common.