|I pretty much only care about material book value. |
As I usually invest in technology stocks, the value of the company is often in the brains of the engineers, and it's not on the balance sheet. So....I'm not really a value investor.
I just like to talk about stocks, any stocks!
I don't do much balance sheet analysis in investing. I try to buy stocks where the revenues and EPS will go up, and hope the share price will follow. That's about it for my "investing style".
I trade much less than others here. People here make "tracking investments" and ladder into and out of positions. If I like a stock, I buy a lot of it, once, and then pray for good times.......
I'm not at all diversified. I own a lot of SIMO (semiconductors), a good bit of UAN (fertilizer, baby!!) and then decent but small in comparison chunks of GOOG (internet), QCOM, MCHP, ADI/MXIM (<- all semis), MMP-EDP-WMB (pipeline MLPs), and CIM preferred (8% yield!). I own about 40 stocks in my Roth, but all teeny tiny positions which I consider more like owning an index, they just sit there in my Roth, and I don't trade them.
SIMO's share price movement dominates my investment performance. The other stuff (after UAN) is irrelevant in comparison.
Everybody go buy a PC and cell phone please so SIMO can do well......