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

To: Wallace Rivers who wrote (7263)	5/21/1999 9:01:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 78530

Wallace, I think there should be reasonable limits on what we bring to discuss here. For example, growth stocks where the principal source of value is a P/E lower than the growth rate are often better investments than anything we will ever discuss, but are inconsistent with the theme of this thread. We want a "frog" of the market, like a NH or PSO, where through our collective skills we can discuss whether there is real value, a significant margin of protection, and some chance of it turning into a "prince".

To: Wallace Rivers who wrote (7263)	5/21/1999 11:07:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78530

My personal preference would be to allow latitude for discussion on a broad range of value related issues. Growth at bargain price, Net-net similars, Buffet-like, Graham-like, even the occasional overvalued short based on value-oriented ideas. Excluded would be nifty 50's, high PE, PS, PB unless considered as valuation short. In addition, discussion of factors related to valuation like EVA, competitive strategy, evaluating management, accounting issues, investment books, net sources and so forth would fit. I appreciate contrary opinions expressed with civility, courtesy and mutual respect. Flames, rudeness, touty or inappropriate posts are rare and broadly unappreciated by most posters on the thread. IMO, this thread has fit the above description with minor exceptions. bob