SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Grommit who wrote (16914)4/23/2003 6:29:58 PM
From: Jurgis Bekepuris  Respond to of 78486
 
Grommit,

Looked at TGT, TJX, ROST today:

TGT - did not like d/e, CEOs salary and option exercises.
TJX, ROST - added to watch list, too expensive right now.

HUG, RCRC - Low ROE, not my area.

Jurgis



To: Grommit who wrote (16914)4/23/2003 8:48:51 PM
From: Paul Senior  Read Replies (4) | Respond to of 78486
 
Okay, my favorite. "Favorite" in the sense of I'm liking its potential most given its current price. Not "favorite" in the sense of it's been a big winner for me, and so I'm holding it and loving its price movement and its up chart.

First some disclaimers:

The way my mental makeup seems to be usually causes me to favor (i.e my favorite stock) the last new stock I bought. I've looked at it, it's fresh in my mind, I'm enthused or comfortable, I'm positive about the decision (haven't got beat up in the stock yet), etc.

Secondly, my favorites when I try to identify such a priori (before anything happens) don't seem to be the big winners for me. It's my impression that the big winners when (if) they come, arrive as a surprise to me. Whether it's a cigar-butt, a GARRP stock, a Buffett type, the stocks I like the most (my favorites), seem to be eclipsed in performance by something else deep in the bowels of my portfolio.


That all said, my favorite stock that imo is still in a buy range is NTZ.

finance.yahoo.com

note: Opinion only valid for 24 hours!

Glad you had a nice month in Italy and France! My turn next. (Well, London for a few days.)