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Strategies & Market Trends : Value Investing

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To: Walter Bagehot who wrote (37316)	4/9/2010 4:39:09 PM
From: anializer	Read Replies (2) of 78704

Maybe irony. Spek knows my requirements for a value investment that merits further investigation. I have had much dialog with Spek. I assure you that I never disagree with him and he with me. Differing opinions are fine. They are not disagreements of a personal nature. It's always cordial discussion and opinions I respect. That's why I bounce ideas off the board. My requirements for a value stock are simple. If it sells below tangible book value on a balance sheet basis and they make money or have some reasonable prospect to have positive earnings in the near future, it merits a further look and a decision. It is not a comprehensive value investment strategy. There are many other forms of value one can recognize. I have much more in high growth, hi pe stocks than I do in value stocks and don't have the time to be a strict rigid value investor. I rarely mention the high growth hi PE stocks on this board because they sell at 3X to 10X book - on this board. Sorry for the rant. I just don't want anyone to misinterpret my dialog with Spek. I'm fairly confident that the stock price of FREE is going higher and that's my # 1 requirement.

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