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Strategies & Market Trends : Value Investing
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To: Steve168 who wrote (20556)2/2/2005 4:57:13 PM
From: MCsweet  Read Replies (1) of 78574
 
Steve168,

Your basic approach and the price-to-book study is fine, but you are picking up some very risky stocks. Buying a basket of them is a good idea, but you probably could do more to make things less painful in down markets. In the future I would blend your stocks in with a lot more traditional value stocks that are cheap on price-to-book basis, but also have some earnings, dividends, and decent business prospects. The less risky stocks mentioned on this board are a possible start.

In 2001-2002, I did buy a lot of your high cash type stocks, but the valuations and cash burns were much more attractive at that time. I thought the downside risk was much lower than what I see in the market today.

MC
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