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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (11791)1/10/2001 10:42:59 PM
From: sjemmeri  Read Replies (3) of 78482
 
In my own investing research, I've used O'S methods more than anything else. Maybe its the engineer in me but the data analysis that he's done struck a chord with me. Over the last few years, I've put together many O'S type paper portfolios that have performed very well. Of course, then I do exactly what O'S says not to do which is cherry pick from the screens.

That's why my pet peeve is value investors who won't buy a stock at $10 if it used to be $5. A stock drops from 20 to 5 then rebounds to 20 and meets 'value' criteria at 10. If you can call the bottom, that's great. If you can't, you'll get a better return buying at 10 on the way up than at 10 on the way down. As I said, I haven't really developed the investing discipline to implement O'S as analyzed in his books but I'm working on it.
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