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

To: Jurgis Bekepuris who wrote (40647)	12/16/2010 1:09:31 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78704

We can't tell whether we can do better or worse than auto MF unless we know what auto MF performance results are. I guess auto-MF results are at least somewhat dependent on the results obtained from the sample chosen from the stocks that fit at the time. And the person's inclination to select their maybe unique sample in the same way each time the stocks need rebalancing. So people will get a range of results. Still, when I quickly Googled, I didn't see any percentage compounding claims from users. Here's the only thing that I found: marketocracy.com This doesn't look so great to me for the MF. Perhaps there are other sites that I didn't see that show better results.

To: Jurgis Bekepuris who wrote (40647)	12/16/2010 1:11:07 AM
From: Shane M	Respond to of 78704

Jurgis, again thanks for your perspective. It helps balance me out quite a bit when I look at these. FWIW, I actually think Greenblatt's website is filtering out many of the China stocks currently. I regularly go to his official site magicformulainvesting.com and check the picks to make sure my list/method is in the ballpark, and very few of the China stocks that hit my list show up on any of the lists from the site. China stocks: GFRE, SCLX, CBP, CPHI, HRBN all don't show when I run cursory scans and they're all in the top 40 on my sort. The only China stock that is on his list is NEWN - so they're not all 100% filtered, but I wonder if some filtering has been done since so many others seem passed up. (either that or NEWN made it in via oversight?) Agree on MICC- really liked it when I looked at it, but then I realized it wasn't really a MF stock due to irregular earnings quarter I presume. (It's not on website either).