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

To: Dave who wrote (24240)	7/6/2006 12:31:16 AM
From: bruwin	Read Replies (3) \| Respond to of 78957

Well, well, well ... Dave !!! What a welcome dissertation, considering the past Board reactions to my posts !! Of course, whether or not you read this is another question, seeing as my "name" resides on your personal Ignore List !! Yes, you’re 100% correct in your comments. Rather than to try and base one’s stock selections on a popular definition and "conform" to those tenets, I believe one should rather identify those criteria, similar to what you indicate, because those aspects reflect the current, ongoing ABILITY to MAKE PROFITS. Your reference to "Operating Margin", IMHO, is a VERY important one. As you quite rightly state, I couldn’t care if the company sold soft drinks, car parts, novelty goods etc.. etc.., just as long as it made MONEY !! In my opinion, making ongoing Capital Gain is very closely related to "VALUE" !! As an aside ... a recent Client of mine asked me to assist him in a problem he was having entering, into the web site, one of the stock screens I supply. To test the system, I entered this screen, which incorporates the criteria I look for, but emphasises "GROWTH RATES". After searching every sector of the USA Market in a matter of seconds (free of charge), excluding Finance, it came up with the following 11 companies. In brackets is the percentage Capital Gain one would have achieved in the last 12 months .... BJS(37%), BOOM(75%), CRDN(150%), CRED(45%), ENDP(23%), GRMN(150%), GRP(60%), MCO(22%), SAY(40%), SLB(62%) and TGE(64%). That's an average of 66% per annum. I wonder how many well-paid Fund Managers, with their multi-stock portfolios, earned even 50% of 66% for their Clients, over the same period, after deducting their "Management Fees" for all their "hard" work ? Of course, Fund Managers cannot operate as individuals can, considering the funds at their disposal, plus other restrictions. This is why I encourage individuals to obtain the necessary know-how to analyse stocks for themselves and be the "masters" of their own investment destiny. P.S. I wonder if I'll ever find out who the other "17" SI members are who have me on THEIR Ignore List ??!! {;-)