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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 (1022)	11/24/1998 7:07:00 PM
From: Freedom Fighter	Respond to of 1722

Berney, >>Far be it from me to offer an objection to any of the points you make! As I indicated, I profess no particular knowledge on the future of ROE, but totally agree that ROE is little understood and of paramount importance to investing activities.<< I agree with you totally on the subject. When I am scanning for new investment ideas, it's the first thing I look at. I rehashed my views on the sustainability of current levels mostly as a refresher for newcomers to GADR. Of course my view, (though I think it the more probable outcome) is by no means certain. >>For two years, I maintained the (at the time) existing Model Portfolio results share-weighted and dollar-weighted. Share-weighted won the battle. In the FA game, I tend not to argue with past results until proven otherwise.<< I wonder why share weighted has an advantage? I can't really think of anything.