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

To: bruwin who wrote (24547)	8/7/2006 10:42:13 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78958

bruwin REGARDING HANS and SIRO (formerly SCHK.OB) < If anyone wishes to still sell their HANS shares after what it contains, then I suggest they seriously consider brushing up on the more relevant aspects of Fundamental Analysis. Most investors here are familiar with fundamental analysis and will readily acknowledge that HANS fundamentals look excellent. However as customary at this thread, investors are very concerned about valuation and HANS rich valuation is what caused the stop to drop. The correction we are seeing may or may not be an overreaction to the earnings release. What is sure is that drop from 52$ peak to now under 30$ in a portfolio with only 5-6 stocks hurts quite a bit, especially since it's not the only stocks recommended by you that showed weakness, SIRO (formerly SCHK.OB) being another one (SiRO predecessor company SCH.OB traded around 50$/share when you made this recommendation) Message 22361527 I would not care about all that if you did not continue to tout your investment methodology as infallible and capable to producing consistent returns that are far beyond what many fairly seasoned investors (including myself)consider achievable. That being said, i challenge you to do one of the following: 1) Post you picks as you see fit but keep the discussions of you methodology to a minimum 2) Do full dislcosure trading (post your buys and sell the same data). The performance of your portfolio will speak for itself. FWIW: I think that HANS might be worth a buy at around 25$ for a GARP type investor.