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Strategies & Market Trends : Contrarian Investing

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To: jsabelko who wrote (102)	9/14/2006 2:45:07 PM
From: fedman	Read Replies (2) of 4080

Thank you for posting your picks. It is really helpful for me as i am in a state of flux right now where I've unwound the bulk of my portfolio and am restructuring everything. It's a bit complicated as I left my job in June and am living off of my investments for the time being. So I have Hail Mary plays, like a large stake in HSOA, and then more modest picks like, SSL, USG, SZE. I also have some AAPL that I write calls on and have some uncovered calls on the housing index spyder XHB to generate income. The only really contrarian I have is HSOA but I'm trying to build up my speculative portfolio with smaller, well placed contrarian and and value bets. I'm also focused more on learning how to evaluate a balance sheet and so I have really enjoyed the discussion that has gone on here regarding the usefulness of EV and related ratios. Thank you both, it's helpful. Fed

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