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Strategies & Market Trends : Value Investing

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To: Steve Felix who wrote (51190)	3/27/2013 1:14:53 PM
From: Paul Senior	Read Replies (1) of 78748

Regarding "giving money to people with more resources to put in their best 20 to 30 ideas" This brings up the definition of what is an "idea" as regards picking a stock? If it is a theme (such as who benefits from shale oil plays) or if it is finding a hidden value stock (hidden in that one has to deeply study the filings and the company's business and prospects to find something that no one or not many people have discerned), then yes, I'd say the more resources devoted to that, then the more ideas would be generated. For those who invest in classic value stocks, I wonder though. Where the primary drivers are low p/bk, low p/cash flow, low p/e, etc. -- those rocks can be turned over easily and quickly enough with a computer, rather than giving money to funds to generate these types of best ideas. Similarly with people who are dividend investors: I suspect individuals on your thread might do just as well in their hunt for ideas as would professional investors -- those mutual fund managers who search for the "best" ideas in this area. Especially, if/as the subset of stocks being considered is small, i.e maybe only 100 (?) stocks being dividend Aristocrats/Achievers.

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