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

To: Bridge Player who wrote (28307)	9/28/2007 11:30:26 PM
From: Bill Wexler	Respond to of 78702

I think you're just jealous because I exposed Research Frontiers (REFR) as a stock fraud and made a nice chunk of change betting against it. Not to mention that I'm also better looking than you. But you're right. I'm pompous and love to blow my own horn. And why not? I'm great at what I do!

To: Bridge Player who wrote (28307)	9/29/2007 1:06:14 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78702

Bridge Player. To me, for anybody to find value stocks, buy them, then sell them all abruptly on a macro call, that is sheer panic and fear operating. (Which could be a good thing sometimes) Bill Wexler mentioned ADPT, NXG here, and these two do look like value bets to me, so I'm in (small) and holding. These stocks have some cash value; they're cigar butts though (imo). I guess everything's tied to everything, and if dire predictions for the economy prove true, these stocks, already down low, might falter further if most all stocks fall. I guess further that for a trader (and maybe most people), a drop in price is to be strongly avoided. -g- For me, I'll try to look 2-3 years out and try to go with the historical nature of value stock picking. With a package of these things (assuming such like ADPT and NXG et. al. are possibilities with a margin of safety (cash components)), holding these in a diversified portfolio seems to me the better bet (than selling out all but gold &going short the market). But of course, this is jmo.