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Strategies & Market Trends : Value Investing
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To: Sam Citron who wrote (8708)10/21/1999 6:44:00 PM
From: jeffbas  Read Replies (2) of 78652
 
I own a number of small tech stocks that I bought as value plays, not necessarily balance sheet value. CCUR, XICO, ELTX, SEMI are examples. The first 2 have moved out of that category.

Trying to identify value tech stocks has cost me more money than anything else in my investing career. For example, I bought XICO in 1994 over VTSS for its larger size and vastly better balance sheet at the time. VTSS is up 50-100 times; XICO has round-tripped and is recovering again, now about triple my cost.

IN TECHNOLOGY INVESTING THE TWO MOST IMPORTANT THINGS ARE QUALITY OF MANAGEMENT AND GROWTH. Everything else is secondary.
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