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David Dreman: 5/1/02 CNBC Interview


  1. Kirk

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Top 1.   May 1, 2002 1:25 PM

» Kirk - 5/1/02 CNBC Interview


Says QQQ will probably under perform DJIA and S&P due to earnings, or lack of

Tyler asks about "Contrarian Strategies" and Dreman says:

Telecom... more time yet.

Look at Tyco or Dynergy

Look for over reaction to accounting concerns

WCOM is too close to major problems for him...

Says Value stocks will have a P/E 30% under the average market multiple .... 16 vs 24

Currently at 2% in cash... fully invested.

-- posted by Kirk


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