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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (14625)6/13/2002 5:17:16 AM
From: Don Earl   of 78740
 
Paul,

<<<I don't understand if you are talking about investing or trading or both.>>>

To be honest, I'm not convinced there is a difference, and if there is, where the line is drawn between the two.

I probably should have added an "IMO" type disclaimer on my last post. It wasn't meant to be critical of other strategies, but more just to toss an extra opinion into the mix since I had extra opinion handy to toss in.

<<<Your brief mention doesn't seem to be congruent with your previous post wherein you seem to want to see evidence from others who post here of more getting back to basics and "solid research" for their picks.>>>

AMD is one I tend to spot check to see if I can figure out what it's doing. Since I don't have a position in the stock, I probably don't think of it as a "pick". Debt to equity is .4, which is at the maximum of what I'll consider for my own investments. AMD tends to fall in sympathy to INTC profit warnings, but it looks like at least some of the time INTC warns because AMD took away another slice of their pie. They have plenty of cash and so far have managed to avoid any accounting scandals. It's trading at a discount to book which "might" be perceived as "value", or at least approaching that point. The only real reason I mentioned it is because it's priced about where I'd start doing DD if I had time to research a new position right now. Since I don't, maybe someone else can do something with it. No recommendation either way other than I think it's similar to what several of the folks on the thread like to at least look at.
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