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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (5522)	12/20/1998 5:15:00 PM
From: accountclosed	Read Replies (1) of 78659

Paul, thanks for your response. I would call myself a value investor. I have read both Security Analysis and The Intelligent Investor and consider them must reading. However, I would not claim that I am a Graham disciple. Not that I have any specific complaint about his methods. Just that I have read a huge number of books and have many years investing experience. Graham is definitely vital in there, but I am not a purist. I went through your list quickly and will probably study some of them more. Can I ask your opinion about oil stocks, steel stocks, and gold stocks here. Have you discussed them and what was the analysis. I notice that none from those categories are in your list. TIA

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