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

To: Paul Senior who wrote (11163)	9/14/2000 10:21:39 AM
From: Jurgis Bekepuris	Respond to of 78497

Paul, I think we've been over this already. :-((( First of all - please post your suggestions. I always check the stocks posted on this thread and appreciate all suggestions. I don't respond with "yeah, I am not interested in this one", cause this is gratuitous. I try to post the ones I buy or investigate further. Second - yeah, I may have missed on your spectacular hits, but then I hold 5 (!) stocks not 100. I'm liable to miss some winners, so what's the big deal. If you got them all, more power to you. (I already mentioned that I should spend more time on my 401(k) mutual fund selection and not on the free-standing portfolio. But that's a separate topic.) Third - yes, I am interested in LDP now, although I wasn't XX points below. So what? I am interested in MSFT, LU, BRK and others now, although I missed them XXXXX points ago. Have fun Jurgis

To: Paul Senior who wrote (11163)	9/14/2000 12:39:41 PM
From: Daniel Chisholm	Respond to of 78497

Paul, please start contributing again, at least for my sake (!). I do recall seeing accusations leveled here which accused the 'regulars' here of being a bit too clubby. While there was a faint element of truth to it (after all, each thread has its own 'atmosphere', the result of the blending of the personalities of the 'regulars'), I did not and do not feel that it was a "closed" thread in any manner (and this is in spite of the fact that I personally took some shellacking over my suggestion of certain "value-based shorts"). About the worst I think the thread could be honestly accused of being is just the tiniest (and I do mean tiniest) bit too orthodox (by this I suppose I mean "too strictly Grahamian"). Provided that a newcomer approached the thread with an open honest desire to learn and the most minimal amount of deference, I think the thread has been pretty open and accepting (though I suppose it has perhaps done more ignoring of good ideas than it should have done, as Paul has illustrated). As a very regular reader (but fairly infrequent contributor) here, I suppose I am at as much fault as anybody in letting the quality and diversity of discourse here slip. When a seasoned regular (e.g. Paul Senior), or even more importantly a totally new poster, puts forth a seemingly sound stock idea for consideration, and I and others don't do our own independent research into it, following up to the thread with either an affirmation of the original idea or a well-researched critique of its weaknesses, then I suppose we are letting the thread down. Of course it's neither necessary nor desirable to do this with every idea here, but unless "semi-lurkers" such as myself keep the thread's idea mill churning at critical mass (either by putting forth new ideas ourselves, or giving some of the ideas of the more regular posters some good stress checks), then this thread'll go to sleep and die. And that would truly be a horrible thing. - Daniel

To: Paul Senior who wrote (11163)	9/14/2000 2:11:34 PM
From: Madharry	Read Replies (1) \| Respond to of 78497

All I can say about ldp is better late than never. I've always appreciated your comments Paul and am happy for your successes. I tend to take larger positions so I can;t buy everything that is recommended here. for better or for worse i am focussed on tech. I did not like ANF. I dont like the apparel companies. congrats to all who bought in and have doubles on it. I wish I had bought rbk at 8 though. i dont remember the circumstances but I also tend to run 100% invested and am heavily into alsc, cege , mrvc, ldp . and stuck with sofn, bfre , acec, madgf. in short something has to be screaming at me to buy it right now, as I have to sell something else to buy it. lately all my spare change has been going into ldp, on which i expect to do much better than 20% annualized. I dont begrudge anyone for not investing stocks i mention. everyone has their own personal circumstances, industry preferences and risk parameters. I am leery of arbitrage because I can't tell when or what is likely to make the deal goes bust- See GLIA. Personally I think its the right thing to post your own picks if you benefit from others. Also someone may point out that you have made a mistake somewhere in your analysis. J.Bash, M. Burry and you have certainly been helpful to me in that respect. When all is said and done we are here to make money and I have certainly benefitted from reading and posting on this thread and I will continue to do so. I just will have to follow you around and read these other threads too now. <BG>