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Strategies & Market Trends : Value Investing

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To: MCsweet who wrote (52062)	8/9/2013 12:09:32 PM
From: Paul Senior	Read Replies (1) of 78645

Piotroski: I've found the AAII "screen" helpful but mostly irrelevant. That's because over the years that I've followed it, there have been so few companies that fit the requirements. Right now there are GAI, FDP, SKWY. What are you going to do - create a portfolio with three companies -- just these three outliers? You have to have plenty of courage and conviction to do that with decent money. Maybe after looking closer at the companies that show up every year (maybe 7-10 I guess), maybe just buy one or a couple to make a part of one's portfolio. Not an outsize bet though based solely on Piotroski score or the screen's record. And so using Piotroski like that would be like using any other screen, in my view. Actually all three of these companies have been mentioned here one time or another. I've followed (owned) GAI for many years as it struggled along (don't have it now), and the thread's mentioned FDP (which I do own) in conjunction with DOLE.

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