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

To: Paul Senior who wrote (3646)	3/26/1998 7:34:00 PM
From: Freedom Fighter	Respond to of 78576

>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.<< I know Procupine. I contribute to that thread all the time. In his case he is managing money so it is understandable why he would not want to give away his portfolio. In my case at present, there is nothing in my portfolio that I would add to right now. I am very selective. I require a high quality company with good growth prospects, clean balance sheet and an attractive price. I simply can't find any additions at present and have been accumulating cash. The last 2 things I bought were Applebee's (APPB) and Diagio ADR (DEO). I bought APPB at 20 and again at 16 for an average of 18 over the last few months. It now trades at 22+. The value is still reasonable but I have some short term concerns. This was very marginal deal for me and if they miss the first 1/4 by much I am gone. I bought DEO at 36+. It was 47+ this morning. I bought at the end of January. THis is the merged company of Grand Met and Guinness. They have numerous great brands and merger savings coming down the line. I would not add to my position at 47 but I belive there is another few points of upside to fair value.