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


To: Paul Senior who wrote (4853)8/29/1998 9:30:00 AM
From: Wallace Rivers  Respond to of 78595
 
Paul...just posing one caveat (which may be built into the share price) with TOY: Per Value Line 26% of '97 sales were overseas, with I believe a major % of that in Japan. Of course, there are also positives, in that the strong dollar aids buying of foreign goods, and the potential of online shopping mgmt. is attempting to exploit. I also had about a one year holding period, and got lucky, exiting last Jan. It used to be a stock which traded like clockwork by the calendar - look at its chart. There is no clockwork, however, in this market!
Best,
Wallace



To: Paul Senior who wrote (4853)8/31/1998 12:22:00 PM
From: Axel Gunderson  Respond to of 78595
 
Any time someone posts here on this thread and says something to the effect "my gut tells me"--- you can be sure there's a crossed wire between that someone's value analysis and their ability to start or maintain a position based on their mental processes. Get screwed up between head and heart. Lousy way to invest IMO.

Paul, I agree. That is why I made the comment - I think that if I am putting out ideas for others, I should also let them know of any potential weaknesses on my part that may influence my own actions on those ideas.

Axel