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

To: Paul Senior who wrote (5905)	1/29/1999 6:11:00 PM
From: James Clarke	Read Replies (2) \| Respond to of 78825

very nice on ICOR. You play a different game, the classic Graham game of buying them all and playing the odds. Sometimes the crappiest looking ones are the ones that go up the most, so maybe I am doing exactly the opposite of what I should be doing. (But if you are playing a basket strategy, you can't just post the ones that doubled without posting the ones that went to zero. I'd be interested to know what are the worst ones - not to reflect badly on you - it is perfectly consistent with your strategy to have some losers - but I'm interested in how bad a hit could be on a net-net, and also in when you cut your losses and sell a loser under that strategy.) I am trying to play net-nets in a different way, by culling through them and buying a select few that meet other more qualitative criteria. So far that has worked very well for me - I find one about every six months, and haven't failed to get a nice move yet. Both strategies are intellectually sound, and I don't think Graham would have a problem with either. JJC