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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (10220)	3/28/2000 1:22:00 AM
From: Paul Senior	Read Replies (3) of 78714

"I'm not sure why you are upset about other threaders not picking up SEMI. I would not buy it at any price - it's not in a business that's interesting for me." Yes, that does explain some of it all right. Jurgis, thank you for your picks and posts. I appreciate the information and insight you provide. Sometimes, in some areas, there are just things that are unreachable or unteachable or unknowable, I guess. Which sometimes throws me off balance when I come across them. Like a value investor who wouldn't buy a stock at any price because it's not interesting -g-. Maybe I need to go back to my books. I don't recall "interesting" being a a value investor's stock selection criterion. Or "interesting business" being a prerequisite for a successful investment operation. I'm seeking an investing method that I might be comfortable with that has some empirical evidence behind it. SEMI - it was NOT just a low priced stock. It was a PARTICULAR stock whose value - price below fair value - could easily be evaluated. In the same CATEGORY as were others. But if the thread passed by on posts about RELL or posts on JACO or posts referring to Buffett (or his rep.) purchasing the #2 in this category - doubles and triples being missed all over the place - then I shouldn't be surprised that so few 'got' SEMI. Even after after it was almost blessed by Jeff. Bash- somebody who likes to know everything possible about his investments. Frustrating for me to see these opportunities just go by the thread while other stocks get discussed continually because they are in concentrated portfolios of a few posters. But as you effectively say... so what? We all have our own method of investing and that's just how it is. I will try to chill. Paul

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