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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (19793)10/7/2004 9:57:05 PM
From: Paul Senior  Read Replies (2) of 78596
 
Perhaps I am investing too heavily by looking in that rear view mirror. It is about paying for what the investor hopes will occur in future after all, and that can be quite different from the a business's past results.

Still, I don't see for a couple of the stocks you mentioned - they haven't had reported earnings for any of the past four-five years - how there can be such a thing for them as an "economic moat" if they only have the "prospect of earnings in the future".

Homebuilders may continue to crash and burn. One doesn't really know. DHI - to pick on a stock I just mentioned here - has 27 or something continuous years of earnings increases - that's among the best on the exchange. For me, I gotta bet that this company knows its business and that if the price is reasonable compared to financial metrics - the stock is a buy. I WILL bet on its history. Of course, streaks end, and I could be very, very wrong on the stock. I hope though, the methodolgy is correct.

Not saying here, one stock or pick is better than another. It's more about how one might structure one's portfolio. And since goals might be different, there will be differences in what one expects and hopes from one's portfolio(s). Therefore, different structuring and consequently different stocks to be chosen.
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