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Strategies & Market Trends : Value Investing
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To: Steve168 who wrote (16390)2/10/2003 1:54:41 PM
From: Paul Senior  Read Replies (2) of 78497
 
Steve168: I have a small package of such stocks, ALVR being among them. There are still quite a few out there that fit the category but I'm not buying new names unless I see any that seem exceptional (and AWRE isn't imo). I am intending to hold what I do have and give the category more time to show better results.

Results for me have been spotty so far, and I wouldn't say satisfactory. With the market as low as it is, I'm tending to place my new bets elsewhere - on downtrodden stocks representing established companies with real businesses and with at least some earnings history. (-g- Although my results here aren't satisfactory either now.)
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Couple of stocks on my watch list of below-cash, below book stocks were exceptional performers:

finance.yahoo.com

Had someone bought either as part of a package and held on, the profits here might likely have made up for any and all other losses in the package.

I am still trying to resolve whether it is best to select specific issues after considering the particular outlook for the company, or else just buy a package of such stocks which fit the criteria (below cash, below book, no debt) Perhaps I may have had the worst of it: I chose to go with a package of stocks that "looked good" to me. And China- related didn't, so I wrongly passed on those stocks.

Paul Senior
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