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


To: Paul Senior who wrote (12145)3/7/2001 11:46:57 PM
From: jeffbas  Read Replies (1) | Respond to of 78614
 
Paul, I just noticed this portfolio you have set up. I have a recommendation. Reconstruct the portfolio to buy $10,000 of each stock rather than 1,000 shares. You want equal dollar amounts not equal shares. Otherwise the highest priced stock has undue influence on the overall results versus the lowest, as you can see with the actual portfolio (where KEM has 10 times as much invested as BAMM). Furthermore, the 3 buyer rule suggests that a stock meeting that criterion got the same actual cash from a buyer as another one.



To: Paul Senior who wrote (12145)3/8/2001 12:04:34 AM
From: doug5y  Read Replies (1) | Respond to of 78614
 
Paul,

You follow FMO don't you? Something seems to be going on there : up 16% today, closing at $3.39 with a "Yahoo" book value of $22.86?!?

Still searching for info......