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

To: Paul Senior who wrote (40980)	1/10/2011 12:34:55 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78481

The article's author does not realize that the situation is not symmetrical. It does not matter if investor does not like and does not buy a stock that goes up 100%. What matters is what they like and buy. If they buy a stock that goes up 50% and outperforms the market, that's great. It does not matter that some other stocks went up 100%. Sure, you can blame the analyst or the investor for dissing and missing the 100% gainer, but IMHO it's a waste of time. I'm sure I did not like a ton of 100% gainers in my life. Do I lose sleep about it? No. And if someone would blame me for not liking and buying these stocks, I'd think that they should find something more useful to do with their life. ;) An analyst or portfolio manager can be held accountable for results that they produce in their portfolio. They cannot be held accountable for results of stocks that they did not put into their portfolio. Measure them against other managers, measure them against market, but don't measure them against some random selection of stocks that nobody invested into. ;) I should end this with some parable about Buffett, baseball and swings, but everybody knows it already. :P

To: Paul Senior who wrote (40980)	1/12/2017 1:48:52 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78481

BF-B, Booze stock near 52 weeks low. Still not cheap at 20x forward earnings, by decent organic growth and very good margins. Management is shareholder friendly. Organic growth has been overshadowed by currency woes resulting from the strong US$, due to a significant chunk of international business. Worth looking into, but I have not bought yet. GIL - featured in COBF. GAARP stock, imo. Decent organic growth and they purchased American Apparel very cheaply (at least it looks cheap) out of bankruptcy court. A small starter buy so far.