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

To: James Clarke who wrote (11523)	12/2/2000 5:28:21 AM
From: Paul Senior	Read Replies (3) \| Respond to of 78774

OT: Books I am attempting to read: I keep starting (and stopping) "Value Investing" by Martin Whitman. Lot of nuggets/ideas. Takes more disciplined reading skills than I have right now. (So I'm reading as a reference -- not start to finish.) I recently bought "The Single Best Investment - Creating Wealth with Dividend Growth" by Lowell Miller. I do like the approach of selecting and holding stocks of companies with a dividend growth approach -- it is one method that seems to be working in this market -- so far. "The Gorilla Game" again, by Geoffrey Moore, et. al. Still tough for me to read through because it's still feels to me too difficult (for me) to apply. Great to be concentrated in those market dominating tech stocks that go up 10 or 100 times. But I'm too old-value school. Too many stocks of these gorilla stocks have already gone up too much for me, and there are now so many good tech stocks (chimps maybe) that're down. Guess I'm just a person who looks down for his stocks, not up. OTOH, I am also picking up again my copy of "100 to 1 in the Stock Market", by Thomas Phelps. I like that book because to me it opens wider the possibility of other great opportunity stories besides tech. The drawback being it may take several times longer - like decades longer - to get that 100:1 return. Again, "Market Magic - Riding the Greatest Bull Market of the Century", Louise Yamada. This person was VP of Tech Research At Solomon Smith Barney when she wrote the book, and maybe that's why her book just beats me up with too many graphs. The book reviewer in 1998 (or '99?)at Thestreet.com said it was one of the best books he reviewed that year. ---Ridiculous. And it cost me $48. I have trouble sitting through even one chapter. Looks like this book's going into my library contribution pile. I've bought "The Company You Keep - A Commonsense Guide to Value Investing" by Patrick Terrion. I'm looking around the house for my misplaced copy of "Do You Want to Make Money or Would You Rather Fool Around?", by John Spooner. This is a book that resonates with me, and I was in my second reread of it. Stories with nice insights about making money through concentrating efforts and concentrating stock selections. Authored by a money manager who has dealt with all kinds of markets and clients. I've been carrying my copy of "Influence -The Psychology of Persuasion" by R. Cialdini with me to read on airplane trips. Good book -- I've been "influenced" by many of the the "weapons" described. (I believe this is one of the books recommended to investors by Charlie Munger.) Also I'm packing "Flow - The Psychology of Optimal Experience" by Mihaly Csikszentmihalyi. (Or was that a cat that just walked across my keyboard -g-). Powerful stuff in that book, I can only absorb a little at a time; been at it for a while too. And fwiw here(not much), I also recently got "Southern Belly - The Ultimate Food Lover's Companion to the South", "Conquering Casino Craps", and for my wife: "Four Paws Five Directions - A Guide to Chinese Medicine for Cats and Dogs". -g- Paul S.