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

To: j g cordes who wrote (15135)	8/11/2002 2:33:38 PM
From: TimbaBear	Read Replies (1) \| Respond to of 78560

j g cordes Well Timba, its my impression you find satisfaction being entrenched in your investment approach and chiding mine without knowing much about it, which I have no problem with. Again, I hope your market "impressions" are better than those you have exhibited here. Extolling gains made on options plays and denigrating the importance of fundamental analysis on a "value" thread can be a bit frustrating. You appear to have a fine ability for reasoning when you choose to exhibit it and I'm sure your insights into the factors you use to determine your selections for long term investments would include more than short term trades gone bad. Would be delighted to engage in a discussion of your criteria for determing what appeals to you for the long term investment. Might even be interested in your techniques for technical trading(but not on this thread). Is there a filter that can be applied easily to today's universe of stocks? I'm sure there are. But just like you had to spend a lot of time educating yourself about options, volatility, technical analysis, and it's components of moving averages, stochastics, RSI, money flow, trendlines, crossovers, etc. and how all of these react in different types of markets, so too does one have to put in the time to learn how to interpret financial statements. As I indicated in my analysis of DELL, short cuts (like the common one for determining FCF) will be known by those reporting the results and, therefore, are subject to manipulations that may not be easily uncovered by cursory inspection. After a market bursts, as the US has, a value approach will certainly limit downside risk and may uncover some rip roaring gems.. good luck. There are still surprisingly few good values, so I suspect that although some air has been let of the bubble, there's still a lot more left to be vented. I'm sure that this market of volatility provides many opportunities for the technical trader and, I wish you all the nimbleness and profitabilty you can possibly achieve. Thank you for posting the article on Graham, Buffet and Munger. Timba