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

To: Bob Rudd who wrote (17424)	7/20/2003 7:23:09 PM
From: Paul Senior	Read Replies (6) \| Respond to of 78519

long. A drawback to being a value investor is that patience (time) is usually (imo) required before a situation works out satisfactorily. Unlike other threads where posters mention a stock and post again hours or days later that they're out with their profits, on this thread there's a long gap imo between in and out (usually!). Given that the purpose of the thread is to find value stocks and not to keep discussing specific stocks continually, some stocks just get mentioned and then they disappear, seldom (or never) to emerge here again. It's not easy to track stocks or remember how specific recommendations turn out, so it's just not easy to see some of the success people here have obtained. That's a drawback because it makes it makes it more difficult to see the power of value investing and the success some people here have had in utilizing their particular value investing methods. I've gone through some recent past picks to mention a few that've worked out. These aren't meant to be encompassing or inclusive - rather just more like opportunities I recall I've missed. I haven't gone years back... if I did I'd guess there are people sitting on multiple doubles or triples (or more) with stocks they mentioned once or maybe twice here. Also, as a caveat, I'm aware the markets have been kind to all sectors recently, so just because some stock picks worked, that doesn't necessarily validate value investing as a superior methodology to any other method. Nor am I intending to imply that certain posters are superior in their abilities to anybody not mentioned. And I know I've left out a bunch of other good stock picks and good posts. Feel free to add any that might be deserving of mention or helpful to readers (or correct any of my misstatements). So Bob Rudd, nice call on your PLCM. Also, you had mentioned MCD near lows. Brendan Watt was buying near there too. ($14+, p/e under 10) Grommit's ACAS. Discussed a couple of times in each of past few years. Stock near highs now. Patient and trusting investors never saw their dividend yield drop much below 10% while they waited. (And the dividend kept increasing.) Larry S.'s and Dale Baker's FBR. Rising stock price and high dividend yield. Dale Baker's MAXF beginning in '01 has been a very good performer. Reminds me of one letter different - MAXS - now approaching highs again. Don't know who's still with it: David, Bob Rudd, me. TimbaBear's "pretty boring" list of 9/10/2 seems to have several winners: finance.yahoo.com Rjm2's and thread's BAMM still holding up okay. (Profitable for those who bought when stock was mentioned here.) Also EBSC and SPOR mentioned by rjm2 & others here. Jim Clarke's ABK near new highs. Also Jim Clarke's/Grommit's ANF. Grommit with ROST March pick, HUG about April. All those cash-below-stock price stocks! (Steve168, others) Spekulatius's GD. NHY. Dale Baker's small cap E&P stocks. ...I give up. finance.yahoo.com Too many people and too many stocks to review on too nice a sunny warm day to be inside. Sorry that I have left out many people and recent or on-going successes. Some of which are rarely if ever talked about. (e.g. there are a few people here from 1997 who are still holding NTE I suspect.) ...And I'm possibly wrong on some I did include. Lot of one post-one stock ideas that might have become real winners--- too hard to track them down on such a nice day today. Paul Senior