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

To: Paul Senior who wrote (4757)	8/23/1998 12:48:00 AM
From: Shane M	Respond to of 78615

Paul, thanks for the O'Shaugnessy link. One thing to watch out for IMO w/ O'Shaug is that his screening methods, which favor low P/S ratios, are going turn up alot of low margin companies such as retailers. I noticed a retailer on the list that I have been watching: Musicland Group MLG. I enjoyed the conversation on the thread concerning beating the indexes, and I think that, despite the problems with O'Shaugnessy's approach, it holds out the "holy grail of investing" - that there are time proven methodologies which consistently beat the indexes. The most intriguing opportunity to me was glossed over in the opening chapters of the book - microcaps under 25 million market cap average returns of 24 or 25% annually. I'm looking into this now, but if this assertion is correct, I feel this is where the small investor can play _and_ have the odds in his favor. Shane