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

To: Richard Query who wrote (2488)	11/16/1997 11:34:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78627

Darth: re YOUR style: Well you must be carrying a lot of ammo for your six-shooter. Maybe you only own now and always a few stocks, but with your pick of the week and numerous stock selections, I'd guess the number of different stocks you buy/sell in a year is very high indeed. Or you do not purchase the stocks you recommend? Or your portfolio is way unbalanced (Didn't you say 75% was in WHX?), so a small amt is for trading? Jeffrey Bash says its best to remain focused (not diversify) because it's not possible/practical to follow so many stocks in the detail required. That makes sense to me (but its not my way.) If you argue against diversification, you want to focus ("if aim is good, don't need diversification"), but then you follow and recommend rat-tat-tat so many stocks... I am bewildered as to what your reasoning is or the depth of research you require for these purchases. Ah well... forgetting diversification ...how about telling us what you are buying or would buy these days for value investors? Paul