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

To: jeffbas who wrote (16942)	4/29/2003 8:48:00 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78497

Jeffrey, I noticed that most of my holdings are rushing into "hold" and even "sell" zones. There are very few buys left. I am still interested in some of them, but I may have to hold cash otherwise. I don't see it as small cap vs. large cap rally. Some of my small caps are still low and quite few large caps rallied. Jurgis

To: jeffbas who wrote (16942)	4/30/2003 4:03:04 AM
From: Dale Baker	Read Replies (1) \| Respond to of 78497

Most of my portfolio is based on that "phenomenon". Regardless where "the market" goes and what the big cap stocks are doing, a diligent digger can always find 20-30 sound small caps with good earnings for a value portfolio. Apart from a few genius managers, the only way to beat the indexes is not to play the index stocks. Small caps offer a much more promising avenue for the small value investor. The companies are comprehensible and less likely to get squashed by the herd. JMHO.

To: jeffbas who wrote (16942)	5/1/2003 1:05:03 AM
From: Steve168	Read Replies (1) \| Respond to of 78497

Jeffbash, I noticed the same "small value stocks rally" phenomenon lately. It usually indicate the end of stock market rally. Big stocks move up first, then small ones. When the rising tide lifted all boats, next move is down. We could still enjoy some more small stock jumps in the next couple weeks. This time could be different - 3 years bear market is pretty significant, maybe this is the big reversal, smart money lead the shifting from bonds to stocks.