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

To: Grommit who wrote (22726)	12/15/2005 11:16:18 AM
From: Paul Senior	Respond to of 78957

Fwiw, trucking: I closed SCST couple days ago, starting to buy YELL now. YELL not the greatest company in the less-than-truckload sector, but p/e is low enough that it attracts me. finance.yahoo.com

To: Grommit who wrote (22726)	1/6/2006 10:46:27 AM
From: Paul Senior	Respond to of 78957

Grommit, I'll up my ACAS position a tad today. My suspicion is that if I were to compare my portfolio results - year-end performance - with anybody else's, it's having positions in stocks like ACAS that hold down my relative-to-others performance. Not that investing should be a game though where only one metric is used. A decent portfolio should (I presume) take into account a number of factors - safety of principal, risk tolerance, financial goals of the owner, etc. If the entire market tanks, it's possible that having high-div. payers will mitigate some of the destruction. OTOH, for those of us who have full positions or more in stocks like ACAS, where we don't expect risk/volatility/cap. gains as with growth stocks, if the company stumbles we'll be both hurt ($) and surprised. ------------------- Actually, as you know, ACAS has provided capital appreciation for those who've bought, reinvested dividends, and held on for a number of years. finance.yahoo.com