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Forum Newbie
Group: Forum Members
Last Login: Friday, November 16, 2007 11:41 AM
Posts: 2,
Visits: 13
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| I am in the Tampa Bay area and have been investing for 10+ years. For stock holdings I tend to growth at a reasonable price point of view. As a 1st cut, I want 5 or 10 years of growing EPS (ideally at 15%), current P/E <= historical P/E and a PEG < 1.5. This limited much of my exposure to the dot com bust. My view of the near future looks for a difficult market (inflation, weak dollar, down with volatility). The majority of my current holdings are sectors that benefit for these troubles, Metals, Oil, International & Ultra Short ETFs. I realize that this may be out of sync with my basic approach, but I am willing to adjust as the market changes. I do hold some domestics and multinationals. I have been a coach for a homeschool student (Grades 8 - college) based Investment club for the past 9 years. The club follows the NAIC model and has a AARR of 14.5% for the past 9 years.
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Forum Member
Group: Administrators
Last Login: Sunday, January 27, 2008 10:37 PM
Posts: 32,
Visits: 164
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| Welcome WGS. It is good to have experienced investors on these forums. Your long-term returns are impressive. I have noticed that as investors gain more experience they gravitate towards a growth at a reasonable price strategy. Since markets are driven as much by emotions like greed and fear as by valuations, it is sometimes possible to find good growth companies at a reasonable valuation. An example of this for me was Suntech Power that I was able to pick up last August after a sharp sell-off in the second quarter of 2006. I share your mildly bearish approach and it will be interesting to see how the markets play out over the next few months as all those ARMs reset.
--If the doors of perception were cleansed everything would appear to man as it is, infinite. — William Blake.
Yes, I am blogging @ http://www.sinletter.com/ablog.aspx
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