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

To: Terrapin who wrote (3432)	3/3/1998 7:29:00 PM
From: Don S.Boller	Respond to of 78535

"I WOULDN'T HAVE BOUGHT MSFT @ 90 PRE-SPLIT"...... John: It seems to me that this is the problem inherent in value investing....(we) can use all sorts of ratios, and math figures to compare "like" companies to sort out the best bargain (price value)....But, what weight should be given to a company that is obviously dominant??? Here is where IMHO science must concede a tad to art. Then, of course, even the best of our "children" lose their way from time to time (New Coke, etc.) Best, Don