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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?

To: Berney who wrote (754)	9/10/1998 6:39:00 PM
From: Freedom Fighter	Read Replies (2) \| Respond to of 1722

Value Investor Workshop September Update The September Market View of the Value Investor Workshop has just been posted. These are very wild times for global markets. I hope you enjoy my insights. Please visit. Wayne Crimi September Issue - members.aol.com Homepage - members.aol.com

To: Berney who wrote (754)	9/10/1998 7:03:00 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 1722

David Dreman turns Bearish!!!! forbes.com

To: Berney who wrote (754)	9/12/1998 5:34:00 PM
From: Freedom Fighter	Read Replies (2) \| Respond to of 1722

Stock Prices and Interest Rates?? >>It seems very clear to anyone that took the time to read TII that the Master took great effort to demonstrate that there was, in fact, no relationship between interest rates and stock appreciation. Stock appreciation relates to one issue only: the relationship between the current expectations of stock appreciation (reflected in the PE ratio) and the projected and actual growth rate of EPS.<< I think that this is a great topic for discussion since there is evidence in many directions on the issue. If anyone is game for a serious discussion on this let me know. Start by giving your insights and thoughts. I'll round up the last 100+ years data and a recent Fed report on the issue. I also have some theories and calculations on this as it relates to value that have not been presented anywhere I've seen. In my view, there is a reasonable possibility that people are wrong to pay up substantially for stocks when rates fall and vice versa. Myself included and I have been doing it for years. I know it sounds like I'm nuts, but.... Wayne