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

To: jeffbas who wrote (9229)12/9/1999 4:58:00 PM
From: Paul Senior  Respond to of 78602
 
Jeffrey, I'm hoping that the passing of yearend tax selling will bode better for conventional and value stocks.

I'm going by what I understand to be a Grahamian assumption, that value will out, we don't have to consider the trigger event. Given a diversified portfolio of properly selected stocks, enough will increase to provide a reasonable profit. (My interpretation of Graham's work.) I'm just not sure about "properly selected" (although I'm selecting a bunch -g-). And "reasonable profit" -- that's from a guy who came up investing through the depression - and I take it to mean a few percentage points over T-bond.

I'm still picking and adding what I consider value stocks from the daily new lows list.

Paul



To: jeffbas who wrote (9229)12/10/1999 12:59:00 AM
From: Michael Burry  Respond to of 78602
 
Jeffrey, very close on CTX myself. Big insider buying in a general builder that's more diversified than just the big homebuilders.

Of course I still like HRC, as I see the hospitals and health facilities learning better management techniques and coming out of the funk put to them by the gov'ts shock treatment and insurance fraud by the HMOs.

Mike


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