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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: MrGreenJeans who wrote (4893)	4/30/1999 8:33:00 PM
From: Alan Bell	Read Replies (1) \| Respond to of 15132

MrGJ, How do you weigh the uncertainty of the overall market with depressed prices for the equipment manufacturers? I agree that they look like bargains. But the recent strange gyrations of the market has me nervous. A number of times recently, you have commented on the market possibility being overvalued. We have the long bond at 5.6%, overly strong GDP growth, and the market at unprecedented highs. So what is the right way to rationalize buying an attractive sector when it looks likely that the market could correct and these would be better bargains? -- Alan