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

To: Berney who wrote (168)	4/14/1998 3:53:00 PM
From: investmentmaker	Read Replies (1) \| Respond to of 1722

value investing check out (atec) trading 4x99 earningspe relative strength of 99. look into it this is a good thread

To: Berney who wrote (168)	4/14/1998 7:10:00 PM
From: Freedom Fighter	Respond to of 1722

Berney, I think we agree on much. I don't necessarily advocate selling everything even though I tend to think the market is much more overvalued than conventional wisdom holds. I have a set of conditions for purchase and a set for selling. The portfolio composition finds its own level when those qualitative and value rules are applied. Right now I more conservatively invested than at any time in my life by far. I used to be 95% in equities and upset that I had 5% cash and no ideas. Now, I can't find anything that I believe represents good value on an absolute basis. I think I can find many companies that represent good relative value and should outperform the market over the long term. I just expect the next 5-10 years to be a monumental disappointment if I am correct about the less obvious valuation issues.