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

To: TAPDOG who wrote (6047)	2/16/1999 11:12:00 PM
From: MCsweet	Read Replies (1) \| Respond to of 78507

EQS I think it is cheap for a few reasons: 1. Perception of relatively high fees (although I think the fees have been going down recently) 2. Terrible one-year performance (-39.5% return for the last year in the midst of a bull market) 3. Related to 2, it has owned small-caps like dypr and oils that have performed horrendously. DYPR had some bad news recently and is near its all-time lows. 4. I believe that historically the discount has always been fairly high. For the contrarian now might be a good time to buy, but I am not totally convinced. MC

To: TAPDOG who wrote (6047)	2/20/1999 12:50:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78507

TAPDOG, re: >>Has anyone ever looked into EQS? <<. Yes, this one,discussed here before (10/98?)--- reason for low price very possibly as you suggest--> oil related, small cap. Other venture capital companies or related also should be considered: SFE (Safeguard); CMGI (CMG--Internet stocks anyone -g-?); CSWC (arrgh, I missed it 30 points lower), TMO (hitting new lows; I own it), ACAS, others. I can't find the URL for a good summary, but it's in Bus. Week, 2/11?/99 "You too can be a Venture Capitalist". Paul Senior