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

To: Paul Senior who wrote (13377)	11/27/2001 5:34:09 PM
From: Night Trader	Read Replies (1) \| Respond to of 78476

Paul, It seems to me that not favoring any one stock in particular is logically equivalent to not favoring any i.e. indexing or at least "strategic" indexing a la O'Shaunessy, filtering a universe of stocks by such criteria as PSR, ROE, insider buying etc. Unless you're willing to deal with Microcaps, some form of indexing, value or otherwise, is probably the best way to go for most people as inefficiencies are hard to come by above a certain market cap. Myself I rarely hold more than 10 or so tickers as I find it hard to follow more than that.To me risk is not beta or diversification but in the fundamentals of the companies I own and in the short term at least, in the valuation of the market as a whole.