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

To: Bob Rudd who wrote (6446)	3/27/1999 1:15:00 PM
From: Joe Dancy	Read Replies (1) \| Respond to of 78476

Yeah. Credibility. I had the same thought about the ICO CEO. I'd be major league upset if I had added in the last couple of weeks based on his comments. Will do more research here and let you know FWIW. Joe

To: Bob Rudd who wrote (6446)	3/27/1999 1:31:00 PM
From: Joe Dancy	Read Replies (1) \| Respond to of 78476

Bob: FWIW I interviewed Amy Selner, manager of the Berger Growth Fund about what she likes now. She is no value investor, but I asked her about the small cap valuations and if she thought that the sector would recover any time soon. If smaller companies can grow earnings - especially in the tech sector - she thinks that this sector will do well as money shifts to small caps that are reasonably valued. Her audio comments are at audioinvestor.com - again she is a real gunslinger, not a value investor, but her comments on the outlook for the small cap sector are of interest to value guys like myself. Also, a recent article I ran across indicated that some venture capitalists are raising money to make a run at some of these washed out tech companies that have growth potential - link is on homepage at members.aol.com - also some articles on how Buffett thinks mega cap CEOs are manipulating earnings for the Street Joe