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

To: Bob Rudd who wrote (4886)	8/30/1998 8:53:00 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78515

Bob Rudd: And I think you guys got it all wrong about interest rates. If your concerns are about being unable to finance or refinance at low rates... I sure don't see it. We are awash with money. Banks with tons of it to loan to businesses and individuals. And if your concerns are that companies are over extended with debt or will go crashing down, because they can't repay or refinance... Humbug! (IMO -g-). We are seeing very few companies go under for these reasons, and there is NO discussion that I see in the media being raised about the inability of corporate borrowers to either repay or refinance. I take the totally opposite view from you guys apparently. Companies with debt who can employ those funds to enhance shareholder value --- great. That's just what I want. The more the better. Debt incurred in '96,'95,'94 etc. coming due? Great. Should be no problem refi'ing now at lower rates. IMO, let's look at individual companies and what they do with their debt, rather than presume that debt is bad or that relationships between bond funds or treasury funds is by itself, a determinant of prices for our individual stocks. Paul Senior