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

To: Grommit who wrote (17186)	6/10/2003 3:25:46 PM
From: Paul Senior	Respond to of 78751

Grommit: JAKK. Yes, still have hope for JAKK's business prospects. As posted, I took a starter position 11/21/02. (@$15.34/sh. Oops.) Have bought more as priced dropped. finance.yahoo.com Two points re JAKK: 1. Their business is not as seasonal as other toy retailers. (They don't rely so much on Christmas.) 2. They've got a new line of candy (Tongue Tape (TM)) that they've developed and are rolling out which might/maybe/I hope juice the stock.

To: Grommit who wrote (17186)	6/10/2003 3:51:50 PM
From: sjemmeri	Read Replies (6) \| Respond to of 78751

>I avoid hospitals. I avoid Oil Services. I avoid most regulated/political/cartel driven industries. Hmmm. Another list of 'avoids'. I'm very curious about other value investor's 'avoids' - anything that's not company/stock/valuation specific. Anyone else want to share? steve

To: Grommit who wrote (17186)	6/10/2003 5:59:57 PM
From: Grommit	Read Replies (2) \| Respond to of 78751

avoids - this is fun to list... those companies who's fortunes depend on the whim of others, not on their competitiveness... 1. regulated companies, (utilities, but I own a couple) 2. medicare dependent (hospitals, some long term care) 3. political whim (opening or closing the oil tap, defense spending) but I have a little TDW. high risk companies (I don't understand them and I'd worry about hurricanes and earthquakes.) 1. insurance 2. insurance companies who don't make things or sell things. 1. consultants 2. staffing firms 3. investment banks luxury items 1. jewelry & yachts industries at risk of attack my native american tribes 1. gambling casinos of course the regular valuation issues are assumed... no insider selling, accounting mumbo jumbo, too many acquisitions, excessive compensation (LNCR - looked at them today), no owners equity on the balance sheet, debt, barrier to entry, industry dominated by someone who can wipe them out,... :o) grommit.