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

To: Don Earl who wrote (14610)	6/11/2002 2:40:19 PM
From: Bob Rudd	Respond to of 78682

Don Earl <<strategy is to keep averaging into the latest falling knife to make headline news.>>I've done a fair amount of that...but have tried to combine it with an assessment of fundamentals. Unfortunately, those fundamentals often deteriorate reflexively with price. <<I hate picking apart any particular stock mentioned on the board because it tends to create hard feelings>>Pick away on my selections...far rather have my mistakes pointed out by you or others than by the market. I have often done hatchet jobs on the picks of others in exactly that spirit and I know others on the board appreciate alternate views. In fact, that's pretty much to point of a board like this - testing ideas to see if those with different backgrounds and perspectives see something missed by the poster.

To: Don Earl who wrote (14610)	6/11/2002 4:50:46 PM
From: Grommit	Respond to of 78682

So, maybe it's time to get back to basics... I agree that the thread has gotten off track, if the track is "Obscene value plays. In the Graham tradition." It seems like the "valuation bar" has been lowered. Some days I look at the handful of stocks mentioned here and I cannot see any basis for them being considered as an investment. Not many posters talk of valuation. But it's better to have high quality threadmembers posting on the topics of their choosing, than to have a dead thread. Perhaps just a little more self control would be the ticket. I don't know. I'm sure I am guilty of an infraction or two here also. grommit

To: Don Earl who wrote (14610)	6/12/2002 5:23:51 AM
From: Dale Baker	Read Replies (1) \| Respond to of 78682

I can't speak for the thread, I post mostly on my 50% Gains thread and sometimes here because I am a value player deep down. So far this year, my approach has produced a decent profit (around 10% YTD) compared to the double digit negative returns in the Naz and SP500. We all make mistakes and chase bad stocks sometimes. But yesterday my long portfolio was mostly flat while I made money in some shorts and gold calls. Whatever I am doing, right or wrong, it's not doing badly. Good luck.