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

To: Dale Baker who wrote (15976)	12/28/2002 9:00:59 AM
From: TimbaBear	Read Replies (1) \| Respond to of 78666

Dale Try to bear up just a little longer, I know it must be a challenge. Most of the ideas (both for and against) regarding this puzzle have been expressed. Timba

To: Dale Baker who wrote (15976)	12/29/2002 5:45:10 AM
From: Don Earl	Respond to of 78666

Dale, I think we kept it under the 20 post limit (or pretty close) and regardless of whether or not it hit everyone's buy button, I don't think it hurts anything to occasionally dig a little deeper than, "I found this Yahoo profile and like the PE.". Years ago I had a professor who's favorite saying was, "I dare you to take the time to learn something well, and then never use the information.". IMO, all research eventually pays off even if it doesn't result in a trade in one particular issue. The first time I read a SEC filing, it took several hours and I probably grasped about every third sentence. After reading a ton of SEC filings I am usually able to skim through them and find the key points I'm interested in with a minimum amount of time invested. I'm sure I "wasted" a lot of time looking at unsuitable investments, but learning how to do better research is something I believe is an edge in today's market. With the amount of information available a mouse click away, if I don't know how to find and use that information, I'm going to get stomped flat by thinking I can go heads up against the players who do. I assume most of those who post their various picks have looked at the companies and have some reason to believe they represent some kind of value. We probably got a little carried away with Armstrong, but I don't think it hurts anything to see some extra discussion on the strategy behind different stocks, along with a little background information to fill in the picture. And of course, anyone who gets bored can always jump in with a pick that's so hot, we'll all get rich over night.