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


To: Spekulatius who wrote (24786)9/6/2006 10:36:31 AM
From: Wallace Rivers  Read Replies (1) | Respond to of 78750
 
The comment was related to your investment style, which seems to favor what i would call bottom feeder - former growth stocks that have completely falling out of favor and are trading at 52w lows

Come to think of it, that's kind of my style, as well!

I owned MLS, I'm guessing, two plus years ago, got a very nice short term bump. It was one of the most reliable REITs to own, a nice total return play.
I know very little about its current troubles, but do feel there is some merit in considering MLS, as it is a fallen angel with assets that may (or may not) be undervalued at this depressed price.



To: Spekulatius who wrote (24786)9/6/2006 11:40:04 AM
From: pcyhuang  Read Replies (1) | Respond to of 78750
 
Speculatius:

One of my favorite investment tactics is the writing of put options against cash on value stocks when the juice is temporary squeezed dry for one reason or another -- e.g., Pacific Sunwear of California and the Mills Corp.

I like to share ideas with other investors on a mutual respectful basis.

pcyhuang