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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (3568)3/21/1998 8:27:00 PM
From: Chuzzlewit  Read Replies (2) of 78576
 
Paul, here's how you can beat the funds:

1. Get a portfolio of high growth stocks. They don't have to be the sexy stuff like the LU's or the MSFT's. They can be the more mundane things like TYC. Try to have a portfolio with a beta of 1.3 or higher. Hold those stocks so long as the underlying growth story is intact. Exit only if the growth story is compromised. Economic downturns are temporary in nature, and do not compromise the ultimate growth. The kind of thing you fear is technological obsolescence. If you see that kind of thing happening get out fast.

2. Don't try to time the market; it can't be done.

3. Real value plays are rare, and in a sense you too are trying to time the market. This is a mistake because the value plays are frequently value plays for a reason. The one exception I see in this market is the oil service sector, and I anticipate that it will continue to be a good investment for the next three to seven years depending on how rapidly new rigs are brought on line.

The results of this kind of investing are startlingly good. For example, on an all equity base my portfolio increased by 58.3% over the last 12 calendar months. The previous twelve months was almost as good -- a bit under 40%.

Regards,

Paul
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