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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Ilaine who wrote (19250)	5/23/2002 12:33:56 AM
From: smolejv@gmx.net	Respond to of 74559

Hi CB: There's a few stock pickers that proclaim to have Ban Graham's selection available, for instance ideas.money.excite.com However, I guess they just look for price/book < 0.66. In any case they're good for shortlisting the candidates. The rest is due dilligence. dj

To: Ilaine who wrote (19250)	5/23/2002 4:35:36 AM
From: Moominoid	Read Replies (2) \| Respond to of 74559

I am not an e-waver but the second chart looks like a classic double bottom to me. I guess it depends on the scale. It could be a classic inverted head and shoulders with the head in Sep 2001. That would mean we go to the moon from here. At least some clouds :) What e-wave is saying is that this is an IHS formation that will fail - hit the neckline and apparently break through a little and then fail and fall below the May low. I have been trolling through stock screeners, looking for value. I have been unable to run a classic Ben Graham screen, which surprises me, because all the data is there. I'm not very systematic about looking for investment opportunities. I haven't yet seen a stock screener that was useful but I haven't been looking to hard. LOL: linkydinky.com linkydinky.com This link links a couple of the obsessions of this thread :) David

To: Ilaine who wrote (19250)	5/23/2002 5:01:40 PM
From: Mark Adams	Respond to of 74559

CB, I occasional scan for value, using criteria not quite so stringent, using this site. There is a canned value screen there. marketguide.com Usually, I find it very difficult to find much of value. That suggests to me that it's still time to think in terms of trades rather than investments. BWDIK? One theory I've considered is that the need for boomers to build up assets for retirement will keep the market from developing decent values, in historical terms. There are other theories- like the possibility of sustained mild disinflation/deflation forcing reconsideration of the usual metrics and their appropriate levels. Or perhaps the compounding nature of retained earnings deployed in growing the business offsets the required risk premium over treasuries. Treasuries require constant reinvestment of yield at whatever the prevailing rate, and don't offer the possiblity of a dividend boost. Equities also offer a chance to outperform inflation. So is it possible the risk premium could/should be less than 2%? Or even negative? Timba seems to be a good resource for net/net value type of thinking, along with his cohorts here; Subject 10036 This is a series of posts where we briefly discuss using scan criteria- ancient history now. Message 15364341 I usually end up relocating that stream of posts to 'remember' where the screening tool is and search parameters to use. Smartmoney.com has some tools too, I think, but I've not looked into them. Since value (outside of microcap) is so hard to find, I've not followed the thread or participants closely. Usually one weekend spent in search of value is sufficient to discourage me for several months. <ng>