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: Allen Furlan who wrote (11159)	9/13/2000 11:02:35 PM
From: Grommit	Read Replies (1) \| Respond to of 78497

Paul recommended MTW to be privately and I found it quite a nice find. Quite the value. in technovalueland land -- NSM, KEM & KLIC have been my heart-throbs lately. partners.nytimes.com electronicsweekly.co.uk But I am predominantly in pure valueland. FBN, SPR, WBB, NWPX, USFC, MAIR, WNC, CTB, ROST, ABS, AMES, JNY, JBX, APPB, ..... Recently sold EBSC, ANF, AEOS, CLE I feel like I'm writing to myself sometimes on this thread, so why bother.

To: Allen Furlan who wrote (11159)	9/14/2000 2:34:09 AM
From: Paul Senior	1 Recommendation Read Replies (3) \| Respond to of 78497

In July, I and another person were accused of discouraging others (newbies)from contributing. I decided to stop posting here because other peoples' contributions and stock picks are likely to be much more valuable to me than my own posts. That is, my own posts which deal with stock picks have little utility for me in that they offer ME no new information. Whether they offer anybody else any useful information is iffy. Right now I feel that my posts and stock picks are mostly wasted. Doing my best work here seems stultifying. Can't even be controversial or even in-your-face (which, imo, would go a long way to improving all of our performances) anymore without people apparently yipping. With my ego still bruised (-g-), I'd just as soon take from others what they've got and be a lurker. Some examples of mostly ignored stocks that shouldn't have been: ANF gets mentioned over and over. And a good call it was/is too. But not so much is said about Grommit's AEOS which at least a couple of us got in July @ 13 (now 30). Armin mentions LDP at 21 as an undervalued play, but nobody here wanted it when I was buying and posting last year when it was 60 points lower (There was a 4:1 split.) I own all those shares and more - but I didn't see anyone here getting interested in it then and I don't see any interest now. How about Shane Milburn's ESRX? I got my shares @ 36 in May (now 74). Nike's been discussed many, many times by a couple of regulars here and on Buffetology. Ah, but it was Reebok that was the buy. Did anybody follow me on Dec 9, when I posted I was buying? I'm in below 8 and still holding (now 21). If you bought NKE then, you're under water. Anybody else here besides me still in JPM? LOL. Okay I won't go there. (You had to have been on the thread in '96 when I bought.) LauA's GAI was a winner. He's had a couple too. Nobody likes a 20% or better annualized return on the Arbitrage thread? How many personal invites does Allen Furlan got to give to get a response over there from some of you guys? And of course, speaking of ignored, I'm sure I've left out a few people who've had some great picks that I've clambered aboard also. I apologize for leaving such people and picks out of this post. (I'm referring to good picks that just didn't seem to get the public accolade that picks of other posters here get/got.) I've either forgotten such winning stocks, or more likely, wrongly assumed they were my idea in the first place. -g- (Age does that to you.) And, in my own case, although it's hard to see it from this post -- -g- I've been wrong many, many times.