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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (5435)12/15/1998 8:08:00 PM
From: Freedom Fighter  Read Replies (1) of 78673
 
Paul,

Thanks for the spelling correction on "Duel". I was in a hurry when I typed that before leaving for work.

>>I think your way of investing is dead wrong. That would be my opinion of course.<<

I don't believe you really understand my method. It is very Graham/Buffett like. My writings at my web page and occasionally here cover general market valuation stuff and economic issues. But I never invest based on my ideas about where the market is going or what I think the economy will be doing. I do like discussing it though, because I think there are tons of people out there that think 31x earnings and 20%+ annual gains are normal!

I use very Graham like models. I have just supplemented Graham with insights that I have gained from reading about Buffett and reading everything he has written about valuing businesses.

I buy when I find a company that meets my criteria of value and quality. I sell when they become significantly overpriced or I find a better idea. That's all I do.

But I also dig deeply into the financials in an effort to make sure that a company is really making what they are reporting. And I also think about the sustainability of certain conditions in the economy that may be benefiting my company in the short term.

I general, I like to buy above average companies selling at average prices or average companies selling very cheaply. That is my version of Graham/Buffett. Right now I am having a terrible time finding companies that possess both my valuation standards and my quality standards.

Wayne
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