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

To: Freedom Fighter who wrote (4697)	8/18/1998 11:52:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78627

Wayne Crimi: The problem I have is that these types of articles are generalizations because they reference an aggregate model. I guess maybe they would have to be general because of publishing times and the rapid changes of stock prices before and after the writing. But to me, that means the article is useless. What is someone who reads this article now supposed to do? Buy something? Sell Something? What? Get scared because stocks are high in the aggregate? Run and Hide? I have no issue with dividend models. I use one myself. And my model is actually used by others-- since I usurped it from professional managers who use it themselves -g--- or report that they do. Further, unlike some PhD who tells us what life should be like in the stock market, I am HERE right in front of you telling you what I think a good dividend model predicts and what I myself am buying based on what my model shows: Like Penney last year @ 46, Cooper Tire now @ current price, ConAgra @ current price, BOX at current, maybe soon WY. Not saying I am right or that the model I use is any good, but rather that these are specific stocks that anyone who believes in a dividend model can at least put into their own model to see if they agree/disagree. To me this seems much more helpful than general academic articles which purport to show that dividends matter and then merely conclude by such analyses, be careful, the market might be overvalued. JMO, Paul Senior