Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kapusta Kid who wrote (13739)	1/21/2002 10:03:35 PM
From: rjm2	Read Replies (1) \| Respond to of 78480

Market Timing/Seasonality issues... I just read an article where Jeffrey Hirsch whose company publishes the Stock Traders Almanac. He makes a helluva case for only being invested 6 months of the year ! "After crunching the numbers for years, the best 3 months of the year are November,December & January. You have solid gains in april as well. Add in Feburary & March and behold, you've got the best 6 months. The hypothetical we run is if you took $10,000 and invested in,say, the dow, from 1950 to 2000 from Nov 1 through April 30 versus May 1 though Oct 31, you gained $415,890 during the best 6 months versus a punk $1,743 in May through Oct. Thats compounded." Comments ? I wonder if some of us wouldnt do well to try and take this into consideration at least with a portion of our portfolios.

To: Kapusta Kid who wrote (13739)	1/21/2002 10:41:11 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78480

Pete, about those stocks. I have MNY on my watch list. At current price, it's about $6/sh. too expensive for me though. CDX, mentioned here several times over the past couple of years, looks only okay to me -- I continue to hold my position in it. It's been a boring stock. CDX may be one of those stocks that goes nowhere for years, then abruptly gets re-valued higher by the market. Mr. Whitman's CTO and ALCO seem to have been like that. As regards PNX, I'm leaning more to his FBL which has a little longer history as public company, is profitable, and pays an increasing dividend. It's selling close to book value now, so that's a caution though, imo. I looked at the others on that list, TYDAF and BNN, but they seem to be too complicated to have an appeal for me. Paul Senior