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Strategies & Market Trends : Contrarian Investing
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To: fedman who wrote (117)9/14/2006 9:28:12 PM
From: jsabelko  Read Replies (1) of 4080
 
Fedman thanks for listing your holdings. I tend to buy only small caps <billion but am considering pten which would be by far my largest market cap holding. My thought is to get smaller companies under the radar and let them grow into market caps acceptable for mutual funds. My ideal stock would have market cap 50-500 million or so but I consider all situations if they look attractive enough. On your list i like SSL the best. Also curious about xhb as housing stocks are starting to look interesting to me. Just haven't had time to research them much and I have no experience with them previously so would take some time to understand the typical cycles for the industry and appropriate valuations. Comments?

thanks,
joby
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