Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?

To: Jay Mowery who wrote (6)	2/28/1998 12:32:00 PM
From: Berney	Read Replies (1) \| Respond to of 1722

Jay, I respectfully submit that you have a flawed logic assumption; that is, that the depression children are voluntarily moving their assets to the boomers. I'm constantly having to point out that there is a reason that hearses don't have luggage racks. Further, many of the Depression Children believe that estate planning is setting up a Living Trust. The figure I saw regarding the potential inter-generational transfer is in the order of $10T. I believe this helps explain why banks are going around gobbling up the regional brokerage firms. I would also note that three of the stocks in my model portfolio are brokerage firms. But, I think we need to focus on the subject of the thread - Value Investing. Frankly, I believe that an incredible amount of research and well-formulated opinions are going to be flowing onto this thread over the next couple of months. I have seen some of the work products in this area and have been impressed. I think that the premise of your questions are of great importance. It is important for a "value" investor to identify future trends before they become fashionable investments. Berney