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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (20794)3/4/2005 5:47:53 PM
From: Paul Senior  Read Replies (4) of 78691
 
I'm still buying some that're on that list too.

Added a smidge today of IACI and PXD. I'm considering whether to add more JPM at current price to my very small exploratory position.

My opinion -fwiw (not much)- or my feelings (worth even less) on some of these stock is/are:

WM - I'm just not comfortable with it at $42+. Not that being comfortable should comport with decent sell or buy decisions. The stock's not really done anything since maybe May '03. I've recently trimmed my position. Will consider adding should stock drop under $40 again.

FNM, FRE -- every time I look at these something scares me off.

I gave up on HON too soon; stock's up near highs now. I'm not a fan though.

DEL with a high Piotroski score of maybe 9 and 3 funds holding it, is too expensive for me to begin to establish a position now at current price of $45.80. Bwidk: I passed on it at much lower prices.

Now that I consider it, I suspect all of us who've been value investors for more than a decade will have a story about every one of the stocks on Stewart's list: A missed opportunity here when a stock was passed over, a selling-too-soon there, or maybe something else. I assume though, that at least a few of the companies were picked up at low enough prices and are being held profitably (on paper or maybe cashed in). And I assume most of us have a few that we own that we're still waiting to come around. (For me that'd include PFE, DTV, et. al.)
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