Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dale Baker who wrote (14933)	7/26/2002 11:13:57 PM
From: Paul Senior	Read Replies (2) of 78615

I am trying to "upgrade" my portfolio by buying beat-down large cap stocks that seem (by their size and scope, resources) to offer some safety regarding the business risk (i.e. better able to cope with the business cycle... I hope). And maybe more able to garner more interest from institutions than small cap stuff. I am having a hard time doing this: The small cap junk beckons me. Today I added to small but losing positions in FLE and TSO. The selling seems overdone here. Bwdik. Anyway, I'll bet these stocks will recover. They have in previous downturns, but it took some time. I did add a little to my position in large-cap (17.7B) HI today. This one shows earnings growth, dividend growth, and low (imo) p/e. Paul Senior And as discussed, I still am not understanding MAXF business or why the stock is trading at its current low (imo) price. Nevertheless, I added more today to my position. Very strong balance sheet is the clinching factor. (for me) Paul Senior finance.yahoo.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next