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

To: Steve168 who wrote (20409)	1/6/2005 12:05:30 AM
From: Brinks	Read Replies (1) \| Respond to of 78595

"Can you tell me which of my stock ideas you liked?" I like the ones that you are up the most % wise....emc,csco,phtn,sina and what's that other one hmmmmmmmm alvr Did I forget any? Keep them coming! I like to solve mystery stocks such as: agora-inc.com It's a hobby. You give yourself five minutes to solve. Tells you just how good you are at research. Then you do dd all over the world...

To: Steve168 who wrote (20409)	1/6/2005 2:32:38 AM
From: Gulo	Respond to of 78595

OT. I can't remember which particular stock ideas were yours because I don't know who mentioned which stocks first (ALVR, PCYC). I have had you peoplemarked for at least a couple of years because I liked the way you analysed some situations back then. I can't remember what the situation was, but it was good enough to land you on my peoplemark list with only a half-dozen others. I ended up reading most of your posts since then. There are a number of people on this thread that I would peoplemark if I didn't have the whole thread subjectmarked. Your style is a bit different than mine, as I look mostly at companies with consistent revenue growth that I can get to know well. Really well. That often limits me to local companies in industries I am at least somewhat familiar with. It also means that I am not well diversified. My style has worked well for me because I can avoid bad investments. (It doesn't help me avoid bad decisions about good investments.) -g