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

To: TimbaBear who wrote (11737)	1/7/2001 12:13:38 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78488

Thanks for your list. I still have WAKB, discussed here last year, and I see at least one other owned by others on the thread. ------------------------ I don't want to let statements that I find to be motherhood go unchallenged. That would be "there's no substitute for reading the filings". I usually find that if I have to go read the filings, then the stock is too controversial or too "sophisticated" to be a good investment. Or that the filings will cause me to become overly concerned about potential issues facing the company. Rather than read through the filings on every stock I'm interested in, I find I am better served by reading what the insiders are actually doing - instead of what they are saying. Ben Graham methods do not require file readings. Maybe they weren't readily accessible in his day, and maybe he would favor it now, but there's no evidence that reading and studying the filings is in any way a necessary requirement for value investing. Thanks again for the list; some interesting stocks there. While I do not know anyone else's objectives/goals/financial position, my opinion would be that no matter how well stocks chosen from that list turn out (and they may be excellent investments), the fact they they all are similar (screen survivors) and mostly all very small cap, this indicates to me that anyone who builds a portfolio solely of such stocks takes on added risk that such a concentrated portfolio entails. Paul Senior