TwoBear, shouldn't be too hard to set up such a portfolio for recent stocks mentioned here. I'm attuned to the ones that I'm interested in, so there's LR, GTSI, and BAMM that would be on my list that are recent. I don't have HBI, but that's been recently posted on and a likely 3-fer.
Maybe TXT (with Fred Andrews and me and maybe one more????) If Blue Voodoo who posted on KEM recently, actually bought, and if he could be considered a value investor (only one post here, it seems), then KEM should be included --I & Grommit have positions - although I'm just guessing Grommit's still in. (Aside: apologies Grommit, others if I sound presumptuous: I just assume in this post that value plays require time to work out, so buyers are holders-- of course I have no idea of anybody's personal circumstances - i.e. sales made for tax purposes, or to capture quick gains, or for better opportunities.)
I'm willing to bet we've got at least 3 people who are still in some stocks mentioned last year that haven't been discussed here in a while - CMH, MAXS, DNB, GMT, MCO. Maybe also SKO, GCI, WNC, ABS. Probably also EBSC - that's one - maybe the only - of the few big losers (so far, imo). Twister's VCLK written up by Mike Burry has at least three buyers here, I would guess. There was some thread interest in MTW (Grommit and I had positions; I still do and I again assume Grommit's still in.)
Plus there're all those home builder stocks (Horton?, Kaufman and Broad?, Standard Pacific? And Huttig?? others?)that were talked about. And maybe the bond insurers - MBIA and/or Ambac?? And I've possibly overlooked some of the other recent picks by RJM, that might've got 3 thread buyers here.
Gee, it might be more difficult to keep such a list than I first believed. The above stocks are just ones that I can recall readily, there must be more. Plus they're mostly the one's I've been interested in, and so there's got to be other stocks that other groups of three people have and that I've overlooked here.
We could maybe simplify things by starting now only with the recent picks - that'd give readers an idea of some of the stocks. But the performance takes some time to develop, imo, so the portfolio performance record at year end might not show a representative number of winners. Especially all those winners which would not be included in the 2001 list that were picked in '98 or '99 or '00 that had finally achieved fair value in 2001.
Need your ideas on this, TwoBear. (and other interested parties)
Paul S. |
