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Strategies & Market Trends : Value Investing
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To: Brinks who wrote (18406)1/12/2004 5:59:30 PM
From: Paul Senior  Read Replies (1) of 78729
 
Brinks, I've come to the conclusion that if I make detailed analyses, they are not that helpful to me in making a buy decision, or a hold or sell decision either.

I like to have what I call a "ruling reason" for buying a particular stock. It's generally categorical such as low p/e and low p/bk; perhaps revision to mean; maybe price below cash; maybe GAARP, maybe something else. When I buy, I usually can state the ruling reason within a couple of sentences.

I haven't figured out if the ruling reason logic has been a factor in allowing me to move to such a diverse number of holdings, or if my proclivity for holding many shares has led me to try to justify 'ruling reason' in lieu of detailed analyses. -g-
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