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

To: Paul Senior who wrote (5087)	10/1/1998 9:29:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78517

For those interested in LHO (which I am) - my simplistic calculation of how Georges may affect the company is to the tune of less than a penny this Q. This is due to the fact that they have a property in the Fla. Keys. Any comments or follow up on this most appreciated. Also, for the thread, when is the allure of the 5% long bond going to end. Interesting that the spread between munis and treasuries is at, or close to, an historical low. As someone said on Squawk Box yesterday, "why should I invest in the bond at a PE of 20, when I can acquire some great companies at PEs of 10 or less?"