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


To: Rich B. who wrote (16083)1/6/2003 3:45:08 PM
From: Paul Senior  Respond to of 78599
 
Rich B.(why are you stumbling?) Here's a list of stocks that 3 people posted on this thread said they bought in 2002:

siliconinvestor.com

I won't go through the derivation and rationale for the list now. Regarding the porformance of stocks on the list -- I will only say this year ('02), unlike past years, we've thankfully had no stocks go bankrupt.

And if a disclaimer is expected:
On this thread there are a number of different value techniques being employed, evaluated, discussed, promulgated. The list is just the public list. Some people here (maybe even many or most) might consider any or all of the stocks on the list to be lousy, inappropriate or not value stocks at all, either when those stocks were placed on the list or now. And these people may be right given their methodologies. Each of us likely has our own private list.

Paul Senior
I've kept this public list.
All jmo. I am not the thread spokesperson.
And I'm wrong many, many times.



To: Rich B. who wrote (16083)1/6/2003 5:42:03 PM
From: Dale Baker  Respond to of 78599
 
ING - I own shares at 16.75 and April 20 calls. If the balance sheet and other reserves are strong enough now, ING should be a $25 stock this year. It's also a nice hedge against the falling dollar since the Amsterdam trading determines the price most days.

My full portfolio can be found every Saturday on the 50% Gains Investing thread. MAXF is the largest holding but I am mostly value-oriented (though not as strictly and religiously as some posters here - to each their own).