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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: James F. Hopkins who wrote (24004)	8/12/1998 12:02:00 AM
From: Bonnie Bear	Read Replies (2) \| Respond to of 94695

BTW...speaking of insurers-- did you notice the street dumped these viciously? I'm able to find several below book value. It's odd..if I go out and look objectively I can find lots of undervalued stocks. They'll never be considered if they're not on the index. There's enough really undervalued stuff for a large-cap value rotation to do OK here if the street decides it's time. The mutual-fund houses, insurers, small banks and REITs still have lots of room for merger mania.

To: James F. Hopkins who wrote (24004)	8/12/1998 12:34:00 AM
From: bobby beara	Respond to of 94695

>>> If you read up on the inside stories about the 87 crash, while people make little of it now, there was total panic behind the scenes, and you had much better seasoned fund managers then than now. Just because it didn't completely melt down that time , doesn't mean it wasn't very very close to it. <<<< Not a very comforting fact considering we are headed toward another meltdown and you don't even need t/a to confirm that, all you need is f/a on asia, russia and latin america. bb and you kept admonishing me that this wasn't like 1929 - you did this for months. jimmy are you still of the new era breed? bb