Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Suma who wrote (22846)	12/25/2005 3:50:44 PM
From: bruwin	Respond to of 78750

Thanx for your positive comment Suma. You also said, "I wish you would offer specificity...and give us more stocks ..etc" Well ... in order to adequately reply to that, I went back to when I first corresponded on this Board on the 17/6/05 (21642). Below are stocks I recommended or were positive about :- (1) On the 18/6/05 I commented in 21493 that I liked the look of HANS, at $40.60 (post split) and PDX at $73.84. HANS is now $85.60 and PDX is $90.61. So that’s 110% and 23% on your money in 6 months. (2) On the 19/6/05 in 21500, I mentioned JLG. It was $27.70. It’s now $48.15. So that’s 73% on your money in 6 months. In fairness I also mentioned OXY in the same post. It was then $80.13 and is now $82.46. That's only 3% up. It did rise to a high of $89.80. (3) On the 23/6/05 I debated TWIN with Spekulatius in 21533. I stated then that I regarded TWIN as being undervalued with its P/E at 10. I believed it should be at about 16. Its price was then $22.00. It’s now $46.50. That’s 111% in 6 months. (4) On the 25/6/05 in 21545 I mentioned and recommended FCFS. Its price was then $18.76. It’s now $28.49. That’s 52% on your money in 6 months. If you’d invested equal amounts in these stocks you would have averaged (110%+23%+73%+3%+111%+52%)/6 = 62.0% in 6 months. But stock market investment is not only about what to buy, it’s also about what not to buy. In this regard :- (1) I had my reservations about GCI on 19/6/05 in 21497. It was $75 then, it’s now $61. A fall of 18.6%. (2) I didn’t like MAXY on the 28/6/05 in 21561. It was $7.83 then, it’s now $7.86. (3) I didn’t like EGR on the 2/7/05 in 21588. It was $1.61 then, it’s now 30% down at $1.24. (4) I didn’t like ABS on the 9/7/05 in 21642. It was $20.90 then, it’s now $20.54. In fairness, it did go to $25.80 before moving sideways and then falling back to $20.54. There were also stocks that performed better than I thought they would :- (1) JAKK (see 21739) was $17.95 on the 21/7/95. It’s now $21.12. That’s 17.6% up in 5 months. (2) You mentioned LIFC on the 22/7/05 in 21763. It was $16.39 then. I thought it was too expensive at a P/E of 67. It went to $24.49 before falling back to its current price of $19.77. That’s 20.6% up in 5 months. (3) I didn’t like TEX in 21820 on the 30/7/05. It was $51 then. It’s at $60 now. That’s 17.6% up in 5 months. However, in 21821 I did like TRIB which was $6.55 then, and is now $8.05. That’s 23% up in 5 months. So ... in my "defence" {;-) SUMA, I’d like to think that I’ve done my bit with regard to stock recommendations, as well as stating my reservations, with reasons, about others. In line with what I said regarding choosing fewer Quality stocks as opposed to larger, "risk averse" portfolios, just 6 companies would have earned you 62% in 6 months.