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

To: fedman who wrote (117)	9/14/2006 3:01:28 PM
From: jsabelko	Read Replies (1) \| Respond to of 4080

Hi Fedman. Thanks for the positive feedback. As you noticed i'm a huge believer in EV/ebitda for fundamental evaluation. If I could only pick one criteria that would be hands down the one for me. I'm actually stuck at home for the next few days recovering from surgery (not life threatening) so i decided I'd post some as I haven't much since I left grad school in 1999-2000. Can't be a lurker forever right! If you like small cap contrarian value that is pretty much all I try to do. So you use options? I'm option illiterate and apprehensive to start as I'm mildly successful at what I'm doing now and hate to risk money with something I have no experience with. Can you give me a good quick reference on options and I mean options for dummies or give me a crash course with a couple examples?? thanks, joby

To: fedman who wrote (117)	9/14/2006 9:28:12 PM
From: jsabelko	Read Replies (1) \| Respond to of 4080

Fedman thanks for listing your holdings. I tend to buy only small caps <billion but am considering pten which would be by far my largest market cap holding. My thought is to get smaller companies under the radar and let them grow into market caps acceptable for mutual funds. My ideal stock would have market cap 50-500 million or so but I consider all situations if they look attractive enough. On your list i like SSL the best. Also curious about xhb as housing stocks are starting to look interesting to me. Just haven't had time to research them much and I have no experience with them previously so would take some time to understand the typical cycles for the industry and appropriate valuations. Comments? thanks, joby