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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (2540)11/27/1997 1:30:00 AM
From: Paul Senior  Read Replies (1) of 78615
 
James: 20% and adding to position? Wild guy.

What method are you using here? It can't be Graham because you're way too concentrated even if the fundamental case is impeccable. If it's Buffett, then I have no clue as to what Buffett technique could apply. Surely this is not a stock Buffett would buy and put away for 10 years. Surely this is not a company around which one could build a moat. An easily understandable business? Seems like a poor business with fair-to-middling mgmt. Or if it's the major owner- who is a trader/player? - then I wonder what kind of relationship Mr. Buffett would have with this guy. If it's a company about which you have personal knowledge - like you know the mgmt or work for the co. - I've not seen any indication of that in your posts.
I think your cat and your mother should gang up on you for putting 20% of your portfolio into WHX -g-. Of course, you've been right in the past, and I offer that your record for winners is better than mine, and you are making the big gains, so I'm not disputing your choice of WHX. Still, to someone standing back and looking into this the Value thread... 20% of the portfolio into WHX and maybe more later -- this does not IMO offer a margin of safety... Paul
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