Investment strategy | Stock Discussion Forums

SiliconInvestor

register

Strategies & Market Trends | Investment strategy

Previous 10 | Next 10

From: Spekulatius	3/20/1996 2:46:00 AM
	of 26

Hallo Madison, I think a have some investing experience, since I bought my first stocks in 1982. However, experience doesn't mean that one is succesfull. With my investments, I am confident to receive a modest 20% return. Sure you can make more money in boom times, but you can loose your shirt when the market turns down. I am amazed how many people around here bought stocks in relatively unknown tech companies. I would never dare to do this. So I would describe myself as a cautious investor and stick with stocks in mature industries like automobiles, banks etc. I have so far, almost no experience with tech stocks and I think that tech is a very dangerous playground. Yes investing is a very hard game, and as I fell my investment knowledge is limited, I would be glad if you would share your knowledge with us. Ralf

Share	Recommend \| Keep \| Reply \| Mark as Last Read

From: Spekulatius	5/31/1996 3:18:00 AM
	of 26

Hello Ernesto, you are right, Apple seems to fit my investment criteria ver well. I have thought about investing in Apple but I havn"t decided yet. The risk to loose all your money is not neglectable, however one could double our trible the invested money in a year! Apple is loosing money in a big way. Another one or two of these horrible quarterly results and they will run out of cash. Even if they can solve their short term problems, long term survival is not assured. They have to find a way competing abainst the wintel empire. may be the internet will give them a chance. However if you relly think that Apple will survive, because you cen overlook the development in the computer business better than I can, than I would buy into Apple right now. The stock has found a stable base right now. Only very negative news will push it lower. Only the tough investors stick with Apple right now, the weak ones have already dropped out.

Share	Recommend \| Keep \| Reply \| Mark as Last Read

To: Spekulatius who wrote (19)	6/3/1996 6:47:00 PM
From: olduser	of 26

dear Ralf,...your style of investing is alright.The problem is one has to be extremly patient to be able to find very low valued stocks.i get to do my own trading because i have a self directed ira.last year i was extremely lucky to find very undervalued stocks.in oder to increase my profit potential i bought leaps of mrk,jnj,ibm,mo,bmy,csco,ko,pep,bay and many others.i have been handsomely rewarded.one has to be alert because opportunity does not last.when gic dropped to 18 i was able to buy some leaps.gic closed at 30 today.i think the best time to buy these bargains is when the whole sector is depressed.pharmaceuticals were depressed last month but have gone up now.do you have a program that automatically tags these stocks or do you manually scout the stocks like me.?.as a busy md surgeon, it is not easy.

Share	Recommend \| Keep \| Reply \| Mark as Last Read

From: Spekulatius	6/5/1996 2:42:00 AM
	of 26

Ernesto, you are right, with such a patient investment strategy I miss out many opportunities. The reason why a am so patient is, that I believe that the many US stocks are generally overvalued. Just one or two years ago ,I found it much more simple to find undervalued stocks. I trace my stocks manually to, I don"t even use a chart program, but I get my charts from internet. I like pharmaceutical shares too. I have bought shares in the german Merck AG (which has nothing to do with the US Merck) I am very cautious with tech stocks because I have only a limeted investment beckground in techies but I am watching them through SI. Currently I think that Quarterdeck is very interesting because its the cheapest internet related stock, but I have not yet decided to buy. I plan to do some profit taking but I have to wait until June for tax reasons. As a german investor I have my stockholdings mostly in Germany and Europe.Besides tech stocks, I think US stocks are not interesting right now. Good investing Ralf

Share	Recommend \| Keep \| Reply \| Mark as Last Read

To: Spekulatius who wrote ()	6/11/1996 6:01:00 AM
From: steve cox	of 26

Ralf, I think your overall strategy is a good one. One suggestion: Apply your criteria and then stick with what the market values in tech. For ex. the market for servers has been and will be strong, but historically those companies haven't commanded a premium price on NASDAQ(those that make servers alone) Otherwise we would see ASPX doubled in price by now. Some other element endemic to the whole technology sector would have to begin to demand a premium value for that to change. For ex, a premium placed on a diversified product line serving many industries, Interpoint's products, or a few products meeting many industries needs, routers and multiplexers. I'm sure other tech niches will do well, but just be aware of the risk that is there BECAUSE no premium value has ever been in the product area by way of the stock price. The market can be very flighty in this respect.

Share	Recommend \| Keep \| Reply \| Mark as Last Read

From: turnaround_seeker	3/2/2012 11:12:18 AM
	of 26

clownbuck....ironically I just located this board that you moderate "Investment Strategy" and even more ironic is that your investment strategy is very similar to mine with regards to turnaround investing. I'm sure I could learn from you, and with my 10 years of experience investing in turnarounds and 40+ years of experience of running businesses (some successful and some like stocks not so successful), maybe theres something I could offer with regards to my investment strategy. I'm not sure why it makes much difference to you, but if you don't want me sharing my past experience investing in turnarounds and how it applies to some of todays experiences you may wish to reconsider. Richard Morris Va. Beach, Va.

Share	Recommend \| Keep \| Reply \| Mark as Last Read

Previous 10 | Next 10

Copyright/IP Policy

Copyright © 1995-2013 Knight Sac Media. All rights reserved.