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

To: porcupine --''''> who wrote (3292)	2/23/1998 10:24:00 PM
From: Scott Mc	Read Replies (2) \| Respond to of 78486

Porc, IMHO either join in here, everyone's ideas are welcome, or start your own thread, something like "Porc Does Value", if you build it(and have good ideas)they will come. This is more of a discussion group than anything else with Mike Burry doing a great job of keeping things focused from time to time. There are however a number of threads that individuals do most of the posting. Good luck, Scott..

To: porcupine --''''> who wrote (3292)	2/24/1998 12:25:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78486

Well, I'd guess there's always room for one more value investing thread. Some of the stocks in the portfolios look interesting - worth looking at a little closer. Thanks for info. On the other hand... Kind of a shame in some way though that you invoke Graham. Personally I think you guys are doing probably as much harm as good - especially for people new to Graham. For example: Graham gives the definition of value upon which his whole work is based. It's not "simply" just "a bargain" as you say. It's a much more salient issue than what you accord. Like the crux of his philosophy. It's pretty sad when you screw up the man's definition of value and yet you presume to use his methods. And come on a value investing - Graham based thread and mess it up. Pretty egregious -g-. You've got a guy who does fundamental AND technical? That's not value investing. A guy who follows Buffett? Buffett is not a value investor by Graham rules. A female who uses intuition?? Model portfolios? Where is your own money? Anybody can run screens - and anybody does -g-. This thread on value has been around for more than a year. Where have any of you posted anything on it? I see from scanning your posts which go mostly to Pairgain, you are essentially diversified in one stock? Where's your Grahamian diversification? Really not going to like seeing this sluff and stretch and ruination of Graham. By non disciples IMO. However, if I can find one or two stocks to buy, it'll probably be worth going through the agony of reading the thread's "hosts'" interpretations of the Master and how their latest stock picks fit into a Graham, Dodd, Buffett framework.. Eeech. On the other hand -g-, I'm sure others here will encourage you in a much more friendly and positive and open-minded way. And I will look forward to reading their stock comments and stock suggestions when your thread begins. Just not willing to overlook these things on this thread which has always set high standards (IMO). If I'm out of line... chalk up my behavior to El Nino. The rain storms here are affecting my otherwise pleasant and easy-going personality.

To: porcupine --''''> who wrote (3292)	2/24/1998 9:12:00 PM
From: Paul Senior	Respond to of 78486

re: Hey guys: feedback welcome --''''>. really? You think then I am wrong in believing your last post is inconsistent with your first post about bargains? In which you informed us: "Simply stated, Value Investing is "bargain hunting" for stocks. If, as a consumer, you have found bargain hunting to be a good way to "maximize your returns" on shopping for consumer goods, then, as an investor, Graham and Doddsville may be the place for you."? Pretty easy to criticize me. I am posting my stocks (mostly), the reasons I buy, and where they might fit in someone else's idea of a value portfolio also. I am an easy target. Apparently, we shall have to wait to see what you have to offer. Actually, as I look yet again at that first proposal post, I can't figure out exactly what it is that you plan to do. "We learn more from questions than we do from answers." You don't seem to like mine. Especially as I won't just ask about abc stock or what's a good reference book or gee isn't the market too high. And apparently you've learned from my questions that you don't like me at all -g-.