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

To: Steve168 who wrote (18535)	1/24/2004 11:33:44 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78967

Steve, what is your Model based on? I am cautious as well based on fundamentals but I don't see too many bearish signs. The market is very speculative right now. I have been venturing into thinly traded stocks and even OB stocks a little and the rogue trading going on there is quite incredible, just like 1999/2000. One lesson I have learned is when everybody makes money so easily there is something wrong with the market and it's better to be very careful. Unfortunately what is different from 1999/2000 is that there are not too many value stocks available. In 2000 one could buy Allstate below at 18$ paying 5% dividend and many others, they were going down because the liquidity was sucked out of these stocks to speculate in Mo-Mo stocks. Right now I find only very little of these opportunities and this is why i hold a large cash position.