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

To: E_K_S who wrote (235)	9/18/2006 8:53:41 PM
From: pcyhuang	Respond to of 4080

"In the case of many of my buys where I have used contrarian investment criteria, I have found that it's a long term play that yields the highest returns. It usually takes 18 months for the complete picture to resolve it's self" Our model of selecting TIMELY contrarian investments, as the name implies, has a much shorter time frame to see some positive return -- typically 3 months to a year. But of course, the investor can keep holding on to the investment with a trailing stop loss and turn it into a longer term play. pcyhuang

To: E_K_S who wrote (235)	9/19/2006 12:36:01 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 4080

Hi EKS, Re: contrary picks from the past................ Please see Post 250 here. I'd not seen your request before I posted it. That's one which dates back to April of this year. Here's another one that's a few years old. I captured a bit of the price volatility during the first year even while the stock seemed to be sort of "stuck." Then starting about a year ago CBK made a nice run. This one was chosen with the same basic concept as the PPC investment shown in Post 250. I start by watching for stocks in Value Line's "100 Highest Growth Stocks" list on Page 39 of their Summary and Index section. When a listing falls out of favor and is demoted to a "#5 Timeliness" by Value Line, then I start to do serious research on the company. If it turns out that it's just the Momentum Crowd leaving the stock behind, then I'll look at possibly adding it to my portfolio. All of the stocks I own I risk manage in the same fashion. I keep some cash on the sidelines should my initial "timing" not be very good. Then if/when the price moves upward, I cap the value at risk by selling off surplus above that risk amount. This method accounts for the numerous small trades on the core holding. Best regards, Tom