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


To: Carl Worth who wrote (24535)8/5/2006 3:28:35 AM
From: bruwin  Respond to of 78745
 
Mr. Worth, there's no doubt, in my mind, that you're a "Master" at twisting words and making insinuations to suit your own purposes. I can only hope this is as evident to other discerning Board Members as it is to myself.

I don't intend entering into a long discussion with you, in line with my previous "Q.E.D.'s".
However, with regard to Dale Baker, you are completely off the mark.

I have no "personal vendetta" against him, nor, to the best of my knowledge, have I ever done any "bashing".
If his "50% Gains Investing" doesn't mean that he targets a 50% gain per annum, then fine, maybe I'm not correct in that regard. Based on how he reports his Monthly statistics I assumed that was his target.

However, from what I've seen of the Portfolio's previous results, he seems to make an Annual Capital Gain that approaches, or exceeds, the percentages I've referred to. Unlike others on this Board, I'm not surprised at the magnitude of those achievable Annual gains.

My only general comment I've made with regard to his strategy was to do with the size of his portfolio, which may include "lesser quality" companies which could detract from the performance of the "better quality companies", and thereby bring down the average performance of his Portfolio.
Notwithstanding that, I see Dale Baker as an astute and well informed Investor who puts the principles of Fundamental Analysis to good use.

Unfortunately your bitter "word twisting and insinuation" strategy has incorporated the above into your own personal vendetta against bruwin. But as you, yourself, write .... (yawn).



To: Carl Worth who wrote (24535)8/6/2006 9:41:20 AM
From: Madharry  Respond to of 78745
 
FWIW Ive decided to periodically post the stocks in my portfolio currently-

Mining:

ANO.to,Cpy.v, arg.to , nto, edvwt, ccu.v, spm.v,ygi.v,SIL,NG,TGB,
qee, rbi.v, slk.v, ivn,dy.to

Energy:

ME,COP,S.to, DJE.v, CHK, chk calls, MOSH.OB, CNQ,cmq,bsic, wsce, weesf, pwe, stm.v, van.v

Other: FFH, brk.B, OSTK, mrvc, cresy,pfacp,fnm put, cheuy, ssalf, gtcb, mrcy,dpii,cnvt

The order is random. My portfolio has more or less tread water since 3/31/06.

BTW this weeks barrons has a brief article about silver and silver stocks.