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Strategies & Market Trends : Fundamental Value Investing
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To: E_K_S who wrote (2347)9/30/2012 10:44:50 PM
From: Sergio H3 Recommendations  Read Replies (1) of 4719
 
Amazing that you have held stocks as long as you have and that you have stuck to the same investment philosophy. In comparison, I have been all over the place in how I invest. I have concentrated in small caps, options, ETFs, technical analyses and value. It's always a learning experience and for me, its about combining all I have learned to make better investment decisions.

Don't know how you managed to start on Graham and not change and it's interesting to note that although you hold stocks for long term you still look at what's happening now:

There is at least a 24 month window where rates remain at these low levels and that is plenty of time for many of these marginally profitable but asset rich companies to begin to turn a profit.
Buffett would not be interested in a 24 month window. And he would not be interested in a company that is marginally profitable. On the other hand, Graham might be attracted to this type of play.

Agree with you on keeping an eye on regional banks. Best bet in my estimation.

Message 28381894

Thanks EKS. I sincerely appreciate your posts and thanks to you for all of your contributions to making up our portfolio.

Any other opinions on what TO posted .....(besides golf) ? I like his suggestions.
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