semi, looking at your picks, YAKC is the one I would have considered. It looked like my kind of pick: low price, low RS, low mkt cap, and low institutional ownership. (If you were to check into one of the reputation of one particular YAKC director, a picky investor might not want to own the stock, but that could happen to me too because I didn't check out mgmt reputation for my picks.)
Among your picks, I would have passed on MDF because it dropped only about 24% during 2005, so there probably wasn't that much tax-loss selling in it. NKBS did drop a lot during 2005, nearly 60%, but during December it rose rather than fell, so that it didn't demonstrate tax-loss selling effects.
Just my thoughts, and I've been way wrong before, so they don't mean that much. |
