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

To: Paul Senior who wrote (25298)	11/18/2006 1:42:06 AM
From: Madharry	Respond to of 78594

I disagree with much of what this guy said. other than that microsoft my be a good investment. I dont think his reasoning about low inflation holds water. As far a big caps outperforming small caps that might be true simply because the future growh is clealy india/china and the larger cap stocks are far better equiped to sell those regions, and also have better resources to withstand a domestic slowdonw in spending. Anecdotally I think costs have skyrocketed in the past year esepcially anything involving labor. Municipal taxes were up strongly and so were tuition costs. gas electric and heating were too. Its also interesitng to me that his analysis was almost devoid of internationals factors such as the yen carry trade and Chinas refusal to revalue their currency.