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

To: Freedom Fighter who wrote (3645)	3/25/1998 11:01:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78572

Wayne: Okay. I can understand what you are saying here. -g- Perhaps I am also still fighting last month's battle with someone called porcupine. "It is very simple. If you buy a bunch of businesses for less than they are worth you will make above average returns over the long haul. (and vice versa)" Yes, that IS value investing. That's what's sufficient and necessary. What I don't get, is why then, there is SO MUCH discussion about the level of stocks, so much 'the sky is falling', and so relatively little about specific companies on some value threads. Is it that the developers just like to hear themselves talk and write about the big things in life rather than dinky little net-nets, low PSRs or the other gritty or unpopular stocks we value investors sometimes have to buy? Setting the stage, getting the context... okay; but where are the current stock picks? (This is a reflective and general question - not attacking you nor referring to your site(s).) And there is a reasonable explanation also IMO. In the case of Porcupine, who - when I asked (after visiting their sites) for some specific stock recommendations here - tried to take my head off -g- -- I did not realize then - he or she (or it -g-) - had partners or associates and they apparently run a business managing money or writing newsletters - so he/she/they were not about to give us on this thread - any ideas, let alone their best ideas. So maybe on some of these value threads, if I do want concrete investing ideas, I must pay $ for it. That's okay...I just would like to know that before I start writing these missives and get myself in trouble -g-. Note: I haven't a clue about your site(s) which seems "free", and I am not referring to it. Specifically, I just want stock market ideas - specific value stocks to check out that the writer or analyst has recently actually purchased, i.e not just screens. (and also not a "model portfolio" where I'm left to interpret "model" as synonomous with "theoretical".) As I visit some of these "value" sites I don't see such specified value stocks, and I am learning not to expect them. Paul Senior