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


To: Lazarus who wrote (57534)8/7/2016 9:06:57 PM
From: Graham Osborn  Read Replies (1) | Respond to of 78702
 
Hi Lazarus, if you don't mind my asking I was just wondering what are some typical ways you source ideas. You have turned up a fair number of gems here and I was just curious how you are doing it. Oftentimes the companies are small enough there are missing this or that critical datapoint that would cause them to be turned up by a screener (which of course is the beauty/ inefficiency). I've been overly reliant on screeners and am trying to get out of that rut. Thanks in advance.

Graham



To: Lazarus who wrote (57534)8/7/2016 9:16:21 PM
From: Graham Osborn  Respond to of 78702
 
Also as relates to regional banks, have you looked at any of these if and if so why did you eliminate (there are just banks I turned up on a comps for TBNC so I haven't reviewed them in detail):

EMYB
FDBC
MVLY
SMBK



To: Lazarus who wrote (57534)8/8/2016 7:17:03 PM
From: Spekulatius  Read Replies (3) | Respond to of 78702
 
Re IEHC - I followed you into this stock with a purchase today at $5.38.

Management are all over 70 years old, don't they want to retire?



To: Lazarus who wrote (57534)11/24/2016 11:10:51 AM
From: Graham Osborn  Respond to of 78702
 
Looks like Ziff is buying again. I picked up a position on Friday which I intend to hold for a while, hopefully.