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


To: Paul Senior who wrote (20089)11/17/2004 6:03:41 PM
From: schzammm  Respond to of 79013
 
Paul, I believe we were looking at GKIS at the same time. Interesting you mention GKIS today, as I sold my position yesterday. I felt that from the IPO price that there was low risk and a high probability of making 20% over the next 3-6 months(for reasons we discussed earlier). It just happened sooner. Value investing is only one of several methods I use to make stock selections. However, IMHO asset management is the most important thread that runs through all methods and preferences of stock selection. Stock can go higher as today confirmed but I find I do best when I execute the game plan.

MF seems to have a interest in chickens:

fool.com

Is it a race between falling grain and falling chicken prices in the short term?

Just for informational purposes, I used the proceeds to buy PFE and FRX yesterday. Huge volume and new low in FRX today, not good.



To: Paul Senior who wrote (20089)6/8/2005 3:50:37 PM
From: Paul Senior  Respond to of 79013
 
Fwiw, have been cutting back on GKIS.

finance.yahoo.com