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


To: Joe Dancy who wrote (5217)11/11/1998 4:54:00 PM
From: Paul Senior  Read Replies (1) | Respond to of 78531
 
Joe, thanks again for keeping us updated on interesting articles.

This one you linked to I found very interesting and informative:

washingtonpost.com

I like that Glassman says that Hulbert says that almost all newsletter writers have failed to beat the Wilshire 5000 over time.

Also there are some very interesting value stocks mentioned -- interesting to me anyway, since a number of them have already been discussed on this thread (and so possibly already owned by some of us - deBeers, Brunswick, KLM, Sea Containers, others)

One company mentioned in the article, but not brought to this thread before was Fleming. I'll look at FLM a little closer: seems like it always trades far below book value, but now, at about 10-11, it's at a 10 year low. Maybe this dull, 2nd tier food distributor should sell at a low price, but at .03 psr (per Yahoo), that does seem low indeed.

Thanks. Paul