InstantForum.NET v4.1.4SINLetter Investment Forumshttp://forums.sinletter.com/"Asif Suria" asif@sinletter.comThu, 20 Nov 2008 09:31:08 GMT20http://forums.sinletter.com/Topic66-3-1.aspxWelcome 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. </P><P>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.Fri, 21 Sep 2007 11:21:44 GMTsinnerManhttp://forums.sinletter.com/Topic66-3-1.aspxI am in the Tampa Bay area and have been investing for 10+ years. <FONT size=2><P>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 &lt;= historical P/E and a PEG &lt; 1.5. This limited much of my exposure to the dot com bust. </P><P>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 &amp; 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.</P><P>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. </P></FONT>Fri, 21 Sep 2007 07:41:12 GMTWGC