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

To: Paul Senior who wrote (5450)	12/17/1998 10:07:00 PM
From: Tomato	Read Replies (1) \| Respond to of 78740

Senior, Thanks for the URL. I thought I should learn how to do the calculations they do in the infamous appendix to the Buffett way book, which I guess is the same as the one used by the Harvard shrink/money mgr. who wrote Mind over Money.

To: Paul Senior who wrote (5450)	12/17/1998 11:34:00 PM
From: James Clarke	Read Replies (2) \| Respond to of 78740

Hey Paul, I can understand your aversion to market timing, but I don't get why financial calculators would bother you. Another plug for Cyprus Amax (CYM), one of the cheapest stocks I know of. I was talking through it with a room full of value investment professionals today, and even they made a face. That tells me that every conceivable seller has sold. Yeah, their business looks awful, but everybody knows that. I think I have said before that sometimes that face is the best indicator. Especially when you also know that metals stocks tend to outperform consistently in December, January and February. I have done a 30 year study on this seasonal effect, and the results were compelling enough for me to buy a copper stock. Just make sure you sell it in March. 'Tis the season to buy January bounces. My picks would be CYM, Clayton Homes (CMH) - note that Clayton's drop last week was a 5-4 split, not a decline in the value, and the entire REIT sector. Jim :) JJC