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


To: Broken_Clock who wrote (21849)8/5/2005 1:52:57 AM
From: Paul Senior  Read Replies (1) | Respond to of 78576
 
This_is_the_end. My response to your post is:

If it was a good call for you, thanks for acknowledging it!

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This good call stuff confuses. I have SLE, and to me, it's not really proven to be a good call at all. (By call, I mean pick, not a type of option as put/call)

OTOH, I'm happy that no one remembers this post on RBK:

Message 21366043

In at 40-41 in May, selling at 56 in buyout this week:

Message 21366043

Arghh. Somehow my usual pattern of buying, posting, and holding got screwed up. I posted and held- put it up on my screen and followed it every day. Went to sell, and come to find out, for some reason, I never got the order filled. That's a goof that's new to me. Guess to be expected when I have so many positions. I never noticed it missing from any of my brokerage reports. So darn. Missed it. Congrats to Brendan W., others who may have actually purchased Reebok when he mentioned here.

Since this here's the value thread, "good calls" should mostly get lost to the thread as the passage of time brings undervalued recommendations to a fuller value, and the thead has moved on to other stocks during that time. That seems to be the case many times. Here's an example: Tonight I see Cramer on TV recommending (?), touting (?), discussing (??) SRZ, maybe because it had a good pop today (up $5+ to $60+)

finance.yahoo.com

I'm still holding maybe 70% of my SRZ shares, and from my perspective, I'm happy with my calls on it in '02 and '03:

Message 18088838

Message 19042119

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I do say I have more losers than anyone else on SI. However, since at any given time I likely hold more positions than anyone else on SI, I may also be more aware of some of these silent("good call") winners too.