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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era

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To: Wren who wrote (1592)4/24/1999 7:33:00 AM
From: Frank Heise  Read Replies (1) of 1722
 
Folks,

I'll admit to being active since the early 1950's ; and, have never mastered the language enough to know what name other folks would apply to my activities. What I have learned is that we assign labels to things to help manage them, not as an end point.

From experience I, and probably most of you, do both technical and fundamental analysis as needed without regard to themes.

Value investing, IMO, is just logic applied to managing risk.

At the moment I love AOL, EGRP ORCL, etc. but can not think of them as Value or Momentum plays. When they shoot up, I sell half of the profits and buy more GE, AEG, EMC, etc. which I do expect to hold for much longer period of time.

Just logic, IMHO.
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