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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread.

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To: Ausdauer who wrote (27)	3/1/1999 8:15:00 PM
From: phoenix	of 194

Stategy: Here's my 2 cents worth. Value investing. Yeah, and I'll go along with Aus, there's gotta be some growth potential. Kenneth Fisher, Super Stocks. Primary parameter is Price/Sales ratio. Never buy anything above 0.7. Secondary tool is Price/Research ratio. Under 10 is good. Third tool is what is the unfair advantage (e.g. SanDisk has the patents). Fourth is margins. Next is Warren Buffett. Never buy into anything that you can't understand. What's the management like? Good management overcomes a lot of unforseen obstacles. Remember, Buffett hates debt. Peter Lynch. Look around. What are people buying? David Dremen, the contrarian investor. Red Room, Green Room. I'll stay 90 percent in the Green Room, but its fun to play 10 percent in the Red Room. Call the Red Room your short term investments, options, whisper stock, speculative stock, or anything out of the Fisher/Buffett/Lynch/Dremen combined doctrine. Dremen has spent a considerable amount of time and effort proving the validity of value investing over time. So has Peter Lynch. Dremen says that markets are NOT efficient. Buffett says don't look at your holdings. Its a waste of time. Better to look at the market and see if anyone is doing something stupid out there. Spell that opportunity. Sorry for the rambling. Aus, thanks for starting the thread. My Stock for the day is Pride International, PDE. Look at the value numbers on this one. Oil Service stock. Talk about blood in the streets. Long term investors only on this one. Roger

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