Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Chuzzlewit who wrote (3579)	3/22/1998 7:40:00 PM
From: jeffbas	Respond to of 78594

Hindsight is wonderful. I wouldn't tell a Jabil shareholder what you said, now selling for less than half its high with no material change in long term fundamentals. It is not so easy when a stock has gone from a value stock to a very overpriced momentum stock to know whether it pays to hold to avoid very substantial capital gains taxes. Almost 100% of the time I have let taxes be a factor in the decision process, I have made a mistake.

To: Chuzzlewit who wrote (3579)	3/23/1998 12:20:00 AM
From: James Clarke	Read Replies (1) \| Respond to of 78594

Look, Paul, we could all post our biggest success and say that that proves value investing works. What a waste of time. Congratulations. You made a lot of money on a growth stock in a bull market. If you're going to play that game, post your biggest loser too. I like to hear other viewpoints, but that is why I subscribe to Barrons, Business Week, Fortune and the Wall Street Journal. You have a viable strategy, but this thread is supposed to be for commentary on value investing - period. We all like to see newcomers, but the last thing dedicated participants want is for this to become a general investment forum, or even worse, a growth vs. value debate. Respectfully, Jim