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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (4568)	8/2/1998 10:28:00 AM
From: Ron Bower	Read Replies (1) \| Respond to of 78671

James, The day should come when the lost clients will regret their decision. I still feel it's a time to be buying those out of favor stocks. FWIW and it's not much considering my performance the last few weeks. Ron

To: James Clarke who wrote (4568)	8/3/1998 12:24:00 PM
From: Terrapin	Respond to of 78671

Hi James, Just another note of encouragement. I too have been increasing my cash so I feel pretty insulated from the "stealth bear" of the last few months. I rationalize my envy of the high fliers by telling myself that those stocks are not right for my temperament. But I think now is a good time to exercise those value investing skills because IMHO the coming weeks will provide some very nice bargains. I am particularly watching for stocks paying relatively high dividends in case the next upswing is slow to include value stocks. It is likely that the indices will continue to enjoy the favor of the market considering the type of money invested. Until we see retirement en masse or a spike in college admissions then I think the current conditions may prevail. Otherwise I am concentrating my overseas investments in Europe; waiting for positive fundamental changes in Asia. (This could be my chance to get into DSWLF though!) I sold off my TBR last week so I have no exposure to Lat. Am. right now. Here's the round-up: TCOMA/TCIVA: trading stably in anticipation of the T merger. TYC: my one growth stock; bear friendly businesses; accretive acquisitions; excellent management. CRUS: bought @ $9 :( was hoping it was a bargain way to play semiconductors and set-top boxes. Nice product releases, new management, recent addition of private investor with good reputation for increasing shareholder value. However, no increase so far and recovery looks pretty far off. These are just three and I will likely sell TCOMA/TCIVA soon. With a couple others that leaves me roughly 75% cash right now (!). I have no regrets but, unlike you, I don't have to answer to people who do not understand the danger they are in. Appreciate any comments, your opinion is always respected. John