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

To: jhg_in_kc who wrote (2891)	6/19/2001 2:36:52 AM
From: Paul Senior	Read Replies (1) \| Respond to of 4691

I'm going to give you some stocks, jhg. But first... a bunch of assumptions. I translate your request: "I am at a loss, and ask your advice: what would you buy, if anything, just now." as, "What would you buy, if anything, NOW, IF YOU WERE ME". If Jim Clarke responds, he might interpret your request differently. If so, I guess that that could mean he might proffer suggestions that are prudent and reasonable and consistent with his background as a professional analyst and manager and who in past, has been a significant contributor to this Buffett forum. I will take a different approach, one which is based on your past posts here. So rather than suggesting Buffett style stocks like newspaper stock GCI which again is close to Mr. Buffett's purchase price (oops sorry, couldn't resist -g-), or some net-net stocks that might work as Mssrs. Clarke and others have had success with at some points, or provide a list of possible undervalued Buffett-type stocks or value stocks, I will avoid all that by saying this: 1. That kind of investing isn't you. You buy popular stuff that's on its way up. RAMBUS, KKD, PWER. Stocks where there's action, man. Not boring, in-the-basement, old economy craperoo. Companies that are making news and are in the news. Stuff where there's threads to follow and posts to make. 2. I will feed your addiction. Sigh, and so this post says something about me - something not so flattering imo. And I know better... I just won't go there to say what needs to be said. (jhg: it's about people's blindspots and my fear of getting stomped on.) Here is the sector to put your money in, jhg. It's totally you. It's up. It's popular, It's going to be in the news more and more as we approach Christmas, it's going to be talked about, and the stocks are going higher (imo, but who really knows?): electronic games for the X-box, Playstation, etc. Buy: THQI, MWY, THDO, IFGM, ERTS. My impression is you like to buy close to highs or after breakouts to new highs. THQI and MWY fit. jmo, Paul Senior, who has been wrong many, many times (I'm not suggesting these stocks are suitable for anybody. Only that they might fit jhg's investment style as I observe it. And I could very well be wrong about investing styles and my observations about them, as well as my picks of individual stock selections within them.)

To: jhg_in_kc who wrote (2891)	6/19/2001 4:02:19 AM
From: Moominoid	Read Replies (1) \| Respond to of 4691

Have a look at some of these: JNY, JBX, UIS, DELL, BRK/B, SWY, EWA, TYC, LE, and yes even KKD. TYC is one I am tracking to find the best entry point.... it seesm to be retesting an inverted H&S bottom. Berkshire halved their position in JNY and then the stock fell back, also due to probs with similar firms. JBX just looks cheap. UIS looks like rebounding. LE looks about to breakout again. EWA is a play on the USD going down, SWY is dropping but should be a safe stock in a recession....