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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (13588)1/4/2002 7:47:12 PM
From: TimbaBear  Read Replies (1) of 78531
 
Bob:

You know, I really don't invest based on "catalyst". I've found that I'm not good at determining what would be a good catalyst. I've had ideas that "this will really make the money", "that will really give an edge" and so on. Sometimes I'm right and sometimes I'm not. When I'm right, sometimes the market still yawns. Haven't been able to hone that skill.

Any investment you see me make will be made primarily on the numbers, secondarily on my "feel" for management, tertiary would be technical analysis. I won't say that these are my only considerations ever, but the high proportion of my successful results have been when they were.

I like that they are diversifying into the Apple docking station product when they are marketing to schools where Apple has a large market share.

I bought it on value numbers. I find that these kind of purchases sit relatively idle for long periods, then pop very nicely virtually overnight and reward me handsomely for my patience.

Timba
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