SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Steve168 who wrote (20556)2/3/2005 10:59:10 PM
From: Spekulatius  Read Replies (2) of 78594
 
I don't think the fact that stocks your low Price/book adjusted) value screen has not performed that well lately should be overrated. It was mentioned that the bulk of the investment returns for below cash stocks came from the few good performers, rather than the average stock, so a bad streak with a few stocks foes not mean all that much.

From a fundamental perspective i believe all the stocks with the exception of OSTE are poor business, which are worth less then zero, IMO. While in 2002 for example many business looked poor as well financially as well, we are now 3 years into an economic expansion and business that are still in a bad shape ,are less likely to recover. Indeed I think quite a few of your stocks will end up being essentially worthless, since they are likely to continue burning money until the cash is gone. Thus, i believe that your selection of stocks is very risky and with the small cap mania gone for a while, we are seeing this risk more discounted.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News