Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: peter michaelson who wrote (8602)	10/11/1999 3:36:00 PM
From: jeffbas	Respond to of 78750

Good, Peter! But being a regular on the Value Investing thread is my definition of a sophisticated investor -- so you can't get off that easily :-)

To: peter michaelson who wrote (8602)	10/11/1999 4:04:00 PM
From: Terrapin	Read Replies (1) \| Respond to of 78750

Are you sure he didn't mean "...3 relatively unsophisticated investors..." ;-) That way I'm included! But seriously. I share Mike Moos feelings even though my value holdings are up nearly 60% for the year. They include JDEC, TGX, CRUS (broken/restructured value), NH. I'm still holding some downers (USU, PZN) but who's perfect? Conversely, I hold a couple large-cap stocks (eg: TYC) that are doing well but I just don't watch them with the intensity that I do the smaller companies. I realize that this is behavioral and that my portfolio (and stress level) could benefit from a little neglect now and then. After all, didn't I pursue value investing so that I could sleep soundly at night with a margin of safety?!? Still, I owe a great deal to the discussions of this thread which led me to some of my best performers. Re: XRX. Others have said it better than I could. Leveraged balance sheet; increased competition in a market that may become increasingly obsolete given technological advances; questionable management ability. I may become more interested at the price points Paul mentioned. Best to all, Terrapin