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

To: rllee who wrote (52933)	12/5/2013 8:36:11 AM
From: MCsweet	Read Replies (1) \| Respond to of 78717

I bought a little of each ASRV, BOCH, GRBS, FCBN, LOGN, and more of PCLB and even more of BCBP. The earnings/PE weren't that attractive on stocks like ASRV, but I thought that a small starter position was warranted just to track the strategy overall. I prefer to see good earnings/PE based on solid investment income (not gains on reserves) that looks like it could increase. Some of these are illiquid. On the bright side, you can make money on the bid/ask spread, but they are probably not appropriate for large positions unless you are really confident (i.e., you are entering a roach motel -- you can check in, but you can't check out). I unfortunately discovered this screen this year -- many have run up already quite a bit from the past couple of years. MC