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

To: Paul Senior who wrote (5320)	11/22/1998 11:12:00 PM
From: Shane M	Read Replies (2) \| Respond to of 78599

Excellent post Paul. I found myself saying "I love this guys attitude", and at the same time saying "I want to buy a good business, not value stocks." Maybe I'm too young to know better - just turned 28 - but I'm still optimistic enough to believe there's a way to beat the market over the long haul. Buffett and a few others have demonstrated that it is possible. I don't know that value investing stakes that claim. The mantra of value seems to be buy a stock with limited downside potential, rather than unlimited upside potential. Very, very long on a couple of value stocks, DSWLF and YORK. Making money on everything else right now. Shane

To: Paul Senior who wrote (5320)	11/23/1998 9:16:00 AM
From: cfimx	Read Replies (2) \| Respond to of 78599

>>Maybe Buffett is just too big a player << right, and if he copied Graham, he could STILL be copying Graham because he wouldn't have the money he has now. >>Graham's methods work. Buffett's do not. << Really? Hmmm. >>>such that you buy more stocks when they appear low and buy more bonds than stocks when stock prices are high. << And Paul, just WHEN is that? Do they APPEAR low or high now? Why? >>But they do not get a methodology that they themselves can use to emulate Buffett. << They don't? He lays it out every year. There are SCORES of books about it. >>then that person would not have bought much since 1995 and would've missed one heck of a chance to make money in the Bull Market << Buffet participated without buying much Paul. And so did anyone following his approach. It's called HOLDING. And I' bet your VALUE stocks really PARTICIPATED between August and October! >>For example, it seems to me on the Buffett thread there's a bunch of sharp people all looking for Buffett stocks. There's really no consensus and VERY few ideas, let alone recommendations - maybe one company RAL - a possibility. << Nobody said that we ARE Buffet over there. We are still LEARNING. Many of US are still wedded to the OLD school. There is MUCH to learn and you can tell by the ideas or lack of them. For one, they should be looking at SMALLER names. Instead, they are mostly looking at what Buffet NEEDS to look at. Large Companies. good luck Paul.