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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (3729)4/2/1998 10:19:00 AM
From: Ron Bower  Read Replies (2) of 78530
 
Paul,

The advantage in my style: I can have big gains on my winners.
The disadvantage: If I make a mistake it's a big one if I don't realize it quickly. Concentrated holdings have that risk.

You are broadly diversified. The odds are that you will have some losers along with the winners. I don't track all of your picks, but enough to know that you do very well. And - I've bought some of them for some nice short term gains so Thank You.

Foreign stocks - I've gone heavy into China and International because that's where I'm finding the very good value. Instead of IBD or WSJ, I've been reading the HongKong Standard and the South China News over the last six months. With the diversification of your holdings, I'm surprised you don't have some of these. It's too late for Mike's CREAF and some others and you know about Deswell, but you might look at HIHOF (threaded- off for the wrong reasons) and AEHCF (I seem to be alone on it - IPO'd last Fall, has fallen and has promise) for small positions. IMO- both likely to double from price this year.

To something you mentioned in a post: Have you noticed a deterioration of quality on most of the threads (with exceptions) over the last few months? I find a stock, go to the thread, and find no analysis of the company, just discussion on market value. I recently went to a thread and asked about competitors. No could give me an answer!

For what it's worth,
Ron
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