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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Paul Senior who wrote (61870)	4/9/2019 10:15:45 AM
From: E_K_S	1 Recommendation Read Replies (1) of 78774

Re: Bruwin's portfolio I believe the portfolio was started many years ago based on stock selections (using value criteria) from this board. I suggested GLW to be added to the group. GLW was one I have owned since 2001 after the big crash in 2000 from over $100/share. The reason for this pick (by me) was it's very long term history of reinventing itself, in several areas. in hindsight, one of the best buy & holds not mentioned as a value pick is/was MSFT. In the late 1990's I owned MSFT but not because it was a deep value stock. However, relative to it's peers it was a bargain. The big thing I see is that the new CEO created a lot of value (last several years) and this is one thing as a long term value investor I have not been able to quantify very good. GLW has always had good innovative CEO's. Over the 25 years on SI, I have updated what/how I evaluate value and still can be fooled by what appears to be a good value bet and turns out to be a value trap. Remember Al Dunlap and his turnaround talents but was a fraud. I had a small position in Sunbeam at the time he came in as CEO. That was a disaster. So maybe avoiding those land mines and making a lot of value bets is my takeaway for booking a steady return (over than just buying the index). FWIW my best all time Buy/Hold from this board was Lazure's penny stock pool, AMNF at $0.69/share. It hit another all time high this month, management is great, always paid a dividend and now a small cap as market cap now over $112 mln. Good Investing EKS

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