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

To: Spekulatius who wrote (20599)	2/4/2005 1:32:31 AM
From: gibbons	Read Replies (1) \| Respond to of 78576

Steve, based on this idea that Spek talks about (the majority of the returns come from a few stocks), you might want to also consider screening your set of net-nets through the Piotroski screen. webuser.bus.umich.edu The basic idea is to separate the low priced stocks that are about to collapse from those that are turning around. Richard

To: Spekulatius who wrote (20599)	2/6/2005 12:09:28 AM
From: Steve168	Read Replies (1) \| Respond to of 78576

Spek, my basket is not as undervalued as in late 2002, but it is definitely more undervalued than in entire 2004. There will be several stocks underperform and some may go bankrupt, but I hope some will become multi-baggers. But again I could be wrong - and my basket was doing extremely poor in Jan 2005. However my approach did very well in 2003 so I have not given it up. Can you share your current basket of stocks you are holding/buying? Anyone else can share too? Thanks, Steve