edamo re: please enlighten me. you invest for one reason...that is appreciation of capital...in todays market, the media plays a major part in stock pricing...it's all about perception...those that play the "spin" game reward the shareholders..
First, as a vegetarian I prefer steak tomatoes and will not find interest in meat recipes. In regards to the investment thoughts listed above:
1. "you invest for one reason...that is appreciation of capital." ed, you left out the word "time." I invest in a company for capital appreciation over time. Every investor
has a time horizon, yours appears to be much shorter than mine. The other concept that was left out is risk. I deal with risk not by looking at a stock's "beta" like some, but by learning about the aspects of the company (management, business model, execution, adaptability, company tempo, etc, etc).
2. "in todays market, the media plays a major part in stock pricing...it's all about perception...those that play the "spin" game reward the shareholders.."
Here you and I really depart in investment approach. Perception and reality are two different things. Reality is what is required for long term investment to succeed. Perception is what is required for short term investment to succeed. A good example is CPQ. Short term, its management stuffed the channel to make its perception by the media and funds to be favorable. Long term, its management suffered in credibility to investors and customers.
edamo, I am not an investor in funds, nor do I invest by CNBC hype. I have no trust in "perception" as it can turn on a dime and be lost forever. For long term investors risk is only dealt with with reality over the long term to avoid the problem with short term perception.
Good luck with your short term investments.
Mike |
