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To: Dr. D who wrote (19282)5/29/1999 2:05:00 PM
From: Venditâ„¢  Read Replies (2) | Respond to of 41369
 
Did you happen to catch his fund's performance for the year.

He was up a whopping 1.5 % YTD,
AOL was up 2.80 % Friday.

Sounds like real guru to me. <VBG>


LOL!!!! Jinx3d

Vendit



To: Dr. D who wrote (19282)5/29/1999 4:27:00 PM
From: Tom Tallant  Read Replies (1) | Respond to of 41369
 
Jinx,
He was so adamant about not investing in any company with a P/E over 30. I wonder if he ever stops to think why those companies don't have P/E's over 30? Could it be that they are going nowhere in a hurry? Kind of like.."Ut oh!! The P/E is over 30...this company must be really growing...time to get out." I love these low P/E guys. They tend to covet safety and refuse to even peak at the future.In another age, this guy would be pushing buggy whips and calling the automobile a god-less contraption doomed to fail...LOL

Just my 2 cents of the day

Regards,
Tom