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

To: Paul Senior who wrote (4581)	8/4/1998 12:36:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 78666

I disagree with some of the logic I have seen recently on this thread. I agree emphatically that we are and have been for some time in a bear market for smaller stocks - and have said so. I thinks the odds strongly favor them being joined by larger stocks, rather than the other way around. If that happens, the value stocks will get even cheaper. Therefore, the odds favor doing no investing at this time and going on vacation, unless you wish to TRADE something.

To: Paul Senior who wrote (4581)	8/4/1998 12:51:00 AM
From: Brendan W	Read Replies (3) \| Respond to of 78666

Paul... doesn't it bother you that TOY's current strategy is to diversify it's Toys'R'Us product lines away from toys into apparel and other lines where the the competition is pretty stout? Absent that stategy "improvement", I'd be back into it. Also, how many names are in your portfolio? (I notice you are frequently in companies that I hold or consider. I'm guessing you have more names than I do, unless you switch quickly.) I ask because my temptation has been to add so many that I have trouble tracking them, and I wonder if you have any words of wisdom on how to address that.