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

To: Spekulatius who wrote (22826)	12/22/2005 11:20:17 PM
From: muwis123	Respond to of 78702

Spekulatius - Congratulations on a fine year. I wish I did as well as you. So far, I am up 15% for the year, which was my goal, so I can't complain too much. (I don't have a Roth.) I made some amateurish mistakes by holding onto my losers too long and not letting my winners ride. Those mistakes probably knocked 5-7% off my performance. Unfortunately, I don't think next year will be as good return-wise given where valuations are for small and micro-cap stocks. I am currently overwieght in financials, consumer staples and healthcare. Have a great Christmas!

To: Spekulatius who wrote (22826)	12/23/2005 12:48:07 AM
From: Paul Senior	Respond to of 78702

I've done okay for me too: Was only pulled into bankruptcy with two companies in 2005 that I remember (I try to forget the pain.) ...Year isn't over though. A few are near death: HETC.pk may be my third: finance.yahoo.com And YBTVA prospects don't appear too great (ouch!) finance.yahoo.com And there are some companies that sure look bankrupt, only they don't admit it: finance.yahoo.com

To: Spekulatius who wrote (22826)	12/23/2005 1:16:26 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78702

Speculatius: regarding "I am interested to think what other investors fancy for next year." Here's what a writer at "Fortune" says: money.cnn.com I read this and it seemed like there might be a possiblity of a couple or more good bets among some of the stocks described. I re-read the article, and I can't tell now if the author is being serious or facetious with his predictions or the stocks he describes. As with: "(It's)...safe to bet that names like BP, Chevron and Shell will continue to outperform. Surging cash flow should also keep dividends and share repurchases buoyant, so that limits downside." Good bets they may be, but safe? Not really of course (imo). And the fluctuations in oil stocks has been so great that having a dividend or good cash flow hasn't given any noticeable downside protection or amelioration that I can see. Whether or not the author is intendng to be somewhat tongue-in-cheek, I do like some of the stocks mentioned in the article for 2006.

To: Spekulatius who wrote (22826)	12/23/2005 3:11:29 AM
From: bruwin	Read Replies (1) \| Respond to of 78702

Seeing as this appears to be the time to discuss Portfolio performance, here are the 3 stocks which form my Portfolio. Their purchase dates are in brackets. Personally, I'm not one to have too large a Portfolio in order to reduce risk. If a company's Fundamentals satisfies the criteria generally reflected in QUALITY stock, then I see no reason to dilute capital gain with stocks that don't exhibit the same. In my personal opinion, sanity eventually prevails in the stock market and, in the medium to longer term, a stock's price will reflect the inherent quality of its Fundamentals. BRY is a bit of an unusual one for me as I prefer to stay away from Resource based stocks. However, it seemed a good one at the time when one considered the state of the oil market. I'm particularly pleased with the performance of HANS. We debated this stock, and TWIN, back in July. I trust that you bought some TWIN (you didn't refer to it in your list) because its price has risen about 88% since then !! I seem to remember certain Board Members referring to HANS as "the gnat amongst giants" and a "Momo stock". Well ..... HANS(27/7/05) $48.65(post split)...currently $84.56. Up 73.8%. PDX (4/2/05) $66.40 ...currently $89.22. Up 34.3%. BRY (2/6/05) $49.16 ...currently $58.25. Up 18.5%. Best wishes to ALL over the festive season and much Capital Appreciation in 2006 !

To: Spekulatius who wrote (22826)	12/23/2005 3:58:34 PM
From: E_K_S	Read Replies (1) \| Respond to of 78702

Those are very good returns Spekulatius. The key is to not have any huge losses and to compound your returns year after year. I have not measured the return on my taxable account(s) yet as it is a bit more difficult for me to determine my net gains attributed to the specific portfolio performance vs the monies I have added this year from other asset sales including real estate and gold. I actually saw money from pending litigation on a few stocks I have held in the IRA. These were class action cases going back several years. Two securities are BK and worthless but the litigation money was a surprise. On my IRA account which is closed to new monies gained just over 12% in 2005. My goal is to produce at least a 10% return every year. This way the portfolio doubles in 7.2 years. A large percentage of the return is attributable to investing in stocks that pay dividends. My best performing stocks in 2005 in my IRA included GLW (+96%), HAL (54%), GP (47%) and TRP (+32%). The worst stocks were the drug companies. Of course I used the proceeds of the cash flow from the dividends earned and a few equity sales to load up in this sector. My top three sectors in the IRA now are Drugs (21%), Integrated Oil (16%), and Banks (13%). I have about 25 different equities in the IRA. EKS

To: Spekulatius who wrote (22826)	12/24/2005 2:57:53 AM
From: Madharry	Read Replies (2) \| Respond to of 78702

I have had a poor year, I took too many hits in biotech, I think i had at least 3 drug failures, and despite being right on the direction of silver and gold, many of the stocks i owned failed to reflect that trend. I applaud your success and am hopeful that 2006 will be better.