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

To: porcupine --''''> who wrote (1251)	2/13/1999 5:51:00 PM
From: Boyd Hinds	Read Replies (1) \| Respond to of 1722

Porc, I found your website initially by researching definitions of "free cash flow". I liked your explanation, and followed the link over here. I've found some of the macro conversations on this thread to be very interesting. As for my micro cap orientation, I feel that today's market has unfairly punished small stocks whose only problem is insufficient liquidity. Some of the more pessimistic observers on this thread have commented about the overbought, seemingly overvalued large caps. While you've been waiting for the bear market to arrive, I can tell you from "the front lines" that the bear has been alive and well in the small cap arena. IMHO, I would think that if Graham and Dodd were alive today, they would find more stocks fitting their methodologies among the smaller stocks than among the large. I don't know that I can add to the vast analysis of T, BA, GM, and IBM. I would rather do my digging in the unexplored regions of the micro cap universe. It's more interesting to me. I like to have both value and growth in my stocks. I don't pick very many, and for my money, the best reward to risk ratio lies in the smaller end of the stock market right now. If my micro-cap orientation is out of place here, or you don't find my postings helpful in furthering your discussions, let me know. ---Boyd