That list of yours, TimbaBear, turned out to have a decent number of good performers. The multi-baggers seem to have outweighed the few stocks that went nowhere or down during the approx. two year period since the posting. (Based on a cursory look at Yahoo 2-yr. charts)
I looked at all those stocks back then that you mentioned, and missed every one. Oops. DECK, for example, comes to mind since I've wrongly passed over it it a number of times (during its run from about 5 down to about 3 and back up through 13) whenever I've re-looked at the shoe stocks I do own. MUEL was a value stock that didn't seem to be going anywhere; now it's up to all time highs.
A couple of the stocks look to me like they still might be profitable holdings going forward. I just wonder if I would have had the sense or grits to hold on to Oxford Clothes from its run from near 20 to near 70. (That stock doesn't look particularly over-priced to me: maybe it's still buyable (?))
What seems to have been required if one purchased the list of stocks was a decent amount of patience. (Several stocks really blossomed since May '03). I would've wanted the gainers to gain more than the losers lost (I would have assumed a couple of do-nothing stocks), so the best bet, imo, would have been to have bought (and held) all the stocks on that list.
I do like occasionally reviewing old posts of stocks mentioned here. I always find many good opportunities that people mentioned here that I didn't recognize at the time and which surprise me in seeing how well they've worked out. Some stock picks seem so obvious in hindsight.
And for some of my own picks, I see how I overlooked facts or situations that subsequently got me in trouble. Of course, given that I've posted on so many stocks relating to my VERY diversified portfolio, you'd expect me to get a few right, and it's gratifying to see those turn out just as I hoped they might when I posted on them.
Paul Senior |
