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

To: Robert Douglas who wrote (568)11/10/1998 1:01:00 PM
From: Richard Nehrboss  Respond to of 4691
 
Robert,

RE: only exception that I can find in the last 15 years is 1988

Bottom up expectations were lower in 1994 and 1995 as well.

It is a good observation. Hopefully they will be lower for 1999 (not likely!).

Where did you get the data or chart that informed you top down expec. are 50/50?

Richard



To: Robert Douglas who wrote (568)11/20/1998 10:31:00 AM
From: jhg_in_kc  Read Replies (1) | Respond to of 4691
 
Re: valuation/ p/e ratio. Is a company with a 24PE that grows earnings at 7% a year (IBM) a better deal than a company that has a PE of 65, but grows at 50-65%? (i.e., Dell) ?
jhg


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