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 : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (57934)	4/28/2002 12:53:34 PM
From: Dale Baker	Read Replies (1) \| Respond to of 99280

Yes, small caps were hot, so they were safe for LTBH in the past year or two. Sector selection is a key component of any LTBH strategy - and any LTBH strategy should be looked at quarterly if not more often. If big caps start to show reliable earnings growth again and I can find similar values like the small caps I own now, I will happily add some. But look at WM as an example, a terrific value play going nowhere for months. See my previous post about buying and holding the stocks with the best earnings.