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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (13350)11/21/2001 7:17:09 PM
From: Paul Senior  Read Replies (1) of 78632
 
Jim Clarke: nice seeing you post here again!

Several value stocks mentioned by you here have done very well if they were bought when you mentioned them and then sold at higher prices or held until now.

And, as you say, some that did become fully valued are now again at attractive levels. As I've said before, I see that similar to the experience of encountering old high school/college girlfriends years later - they sometimes surprise you by coming back into your life and sometimes doubly so by being more attractive and so much more available than when you first knew them. Ahh yes! (if we were only single). Anyway... regarding stocks --
I have SCNYB also. I've taken some profits and added back later at lower levels (but at higher prices than now) when SCNYB seemed to again qualify as a Graham net-net. We'll see if it works out --- I'll try to hold on another two years.

And just for old time's sake, I'll mention MBI again. I'm still considering starting a position again. I don't really want to step in now that the stock is up from its recent past, but that could be quite a mistake perhaps.
MBI seems to be one of these kinds of stocks that the business just does so well that its results overcome mistakes of investors like me. My buys have all been profitable - yet I've both sold too soon and bought too early; My buy and sell reasoning has been way off -- (they would be hurt from their California utility exposure - they would be hurt from their WTC exposure or subsequent NYC bond problem). Anyway, I've still got this one on my watch list.

finance.yahoo.com
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