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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (16349)2/4/2003 2:03:42 PM
From: Paul Senior  Read Replies (3) of 78516
 
Bob Rudd, looks like you take a very discerning approach.

In looking at competitive issues, I've tried Porter's model (I assume that's your five forces model). It's never really encouraged me make a buy decision; the analysis has been too difficult or time-consuming for me as an outsider to use. However, there've been a couple of cases where some of the competitive issues stood out so quickly, that I was easily able to dismiss the stock as a buy candidate. So maybe the model best works for me as a screener.

Regarding some of the stocks we've talked about here, I still have video-conferencer PLCM on my watch list. And I watched it nearly double -g-.

I'll take profits and close my remaining position in CMH today. Still holding FLE though.

Paul Senior
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