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

To: Spekulatius who wrote (18129)	12/6/2003 9:43:25 PM
From: jeffbas	Read Replies (1) \| Respond to of 78751

Paul's strategy is completely beyond my skills. I won't buy stock in a company unless I believe that I can develop or have a great deal of expertise in the situation. Otherwise, I can't know whether I should be buying, selling, or doing nothing at any point in time. The most I can manage is 10+ stocks owned, and maybe a similar number I know enough about to keep a close eye on for a buying opportunity. For example, I probably now know as much about FARO, which I recommended here at $2+, as anyone in the country, outside of management. For me, anyway, it took this kind of knowledge to still be holding most of my position, and to have a view of the long term for the company that supports that action. Note, however, that I deal exclusively in microcap stocks, which is different than identifying historically cheap. out of favor, large cap stocks, like a MRK.

To: Spekulatius who wrote (18129)	12/8/2003 2:03:57 AM
From: Dale Baker	Respond to of 78751

I wasn't referring to index funds as much as sector-specific CEFs or ETFs. You have to evaluate the basket offered in each security and decide if you like the mix. But many, especially the foreign CEF/ETFs, cover a nice broad range of low PE plays worth holding. JMHO. I couldn't own 200+ stocks or even 100+. Everyone has their own comfort level.