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

To: Paul Senior who wrote (11798)	1/11/2001 11:45:07 AM
From: sjemmeri	Read Replies (1) \| Respond to of 78845

Thanks for the link. It looks like the returns for cornerstone growth (closest to the method I try to use)has cumulative returns since inception (mid 97) that match the R2000. The link also points out that, for the fund, O'S added a criteria (positive earnings growth yoy) that was never in his book. That's one of the reasons I never put money in the fund itself. O'S goes through all this analysis and demonstrates that a very simple method that outperformed over a long period of time. Then, when he has real money on the table, he throws in another criteria that seems sensible enough but was never studied. Conclusion: Its very hard to stay true to any investing discipline.