Comments on: I Like My Stocks http://alephblog.com/2007/08/04/i-like-my-stocks/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Fri, 25 May 2012 03:46:25 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Frankelhttp://alephblog.com/2007/08/04/i-like-my-stocks/comment-page-1/#comment-2572 Frankel Sat, 04 Aug 2007 23:01:17 +0000 http://alephblog.com/2007/08/04/i-like-my-stocks/#comment-2572 Hi David, I read SAFT quarterly press release and thought it looked good. I'm wondering why the SAFT share price has declined so much. EIG and RAMR shares have also slid. I think that RAMR is trading below Book Value. I don't have a BV for EIG. Are there fundamental reasons why these companies' market values declined? Hi David, I read SAFT quarterly press release and thought it looked good. I’m wondering why the SAFT share price has declined so much.
EIG and RAMR shares have also slid. I think that RAMR is trading below Book Value. I don’t have a BV for EIG. Are there fundamental reasons why these companies’ market values declined?

]]> By: theapprenticehttp://alephblog.com/2007/08/04/i-like-my-stocks/comment-page-1/#comment-2562 theapprentice Sat, 04 Aug 2007 16:04:53 +0000 http://alephblog.com/2007/08/04/i-like-my-stocks/#comment-2562 Hi David, I enjoy reading your blog. Thank you for all the information. Regarding the assurants in your porfolio, aren't they exposed to the current subprime and bond mess as they might invest premium proceeds in them? The apprentice. Hi David,

I enjoy reading your blog. Thank you for all the information.

Regarding the assurants in your porfolio, aren’t they exposed to the current subprime and bond mess as they might invest premium proceeds in them?

The apprentice.

]]> By: PhDmomhttp://alephblog.com/2007/08/04/i-like-my-stocks/comment-page-1/#comment-2560 PhDmom Sat, 04 Aug 2007 15:53:59 +0000 http://alephblog.com/2007/08/04/i-like-my-stocks/#comment-2560 Good Morning David What a crazy week and yes it was not a great week for my portfolio as well. This week though has made me realized how little I know and that it is time to settle down to a style that is comfortable, that I understand, that is profitable and that I can implement without so much time being consumed. I am a wife and mother first and at times my children have laughing said they have lost their mom to the Stock Market. I have been reading all your blog updates and out of curiosity this week I took your stock choices and evaluated them using different groups analysts opinions that I use to evaluate my own choices. They were: Merrill Lynch (my husbands 401K is with them), Morning Star, various others that Merrill Lynch provides, S & P stock reports, Reuters (Scottrade). What I found interesting was that Merrill Lynch had the majority of the stocks that you list as either hold or sell (19), GPI, LR, COP and DB being the only buys and the others either not being covered, Rst or urvw. Where you differed with Merrill Lynch you were mostly in agreement with Morning Star. As a new investor, I have found it very interesting and at times very confusing the differences in how a company is viewed. The data for evaluation is the same... but so different conclusions made (wondering if time frame is the quintessential difference?). So, I have copied most of the articles that you have listed and plan on reading them so that I understand how a value investor like yourself thinks. Looking at my stock choices so far, I have tended to favor value over growth. The great conversations on growth verses value at RM this week have been very interesting and informative. Again, I thank you for all your hard work and willingness to share your knowledge. I pray that Lord bless you as you start down this new path in a business you know quite well.... encouraging you with that fact that the Lord makes no mistakes and He does all things Well!! Theresa Good Morning David
What a crazy week and yes it was not a great week for my portfolio as well. This week though has made me realized how little I know and that it is time to settle down to a style that is comfortable, that I understand, that is profitable and that I can implement without so much time being consumed. I am a wife and mother first and at times my children have laughing said they have lost their mom to the Stock Market.

I have been reading all your blog updates and out of curiosity this week I took your stock choices and evaluated them using different groups analysts opinions that I use to evaluate my own choices. They were: Merrill Lynch (my husbands 401K is with them), Morning Star, various others that Merrill Lynch provides, S & P stock reports, Reuters (Scottrade). What I found interesting was that Merrill Lynch had the majority of the stocks that you list as either hold or sell (19), GPI, LR, COP and DB being the only buys and the others either not being covered, Rst or urvw. Where you differed with Merrill Lynch you were mostly in agreement with Morning Star. As a new investor, I have found it very interesting and at times very confusing the differences in how a company is viewed. The data for evaluation is the same… but so different conclusions made (wondering if time frame is the quintessential difference?). So, I have copied most of the articles that you have listed and plan on reading them so that I understand how a value investor like yourself thinks. Looking at my stock choices so far, I have tended to favor value over growth. The great conversations on growth verses value at RM this week have been very interesting and informative.

Again, I thank you for all your hard work and willingness to share your knowledge. I pray that Lord bless you as you start down this new path in a business you know quite well…. encouraging you with that fact that the Lord makes no mistakes and He does all things Well!!
Theresa

]]> By: Franklhttp://alephblog.com/2007/08/04/i-like-my-stocks/comment-page-1/#comment-2550 Frankl Sat, 04 Aug 2007 07:48:45 +0000 http://alephblog.com/2007/08/04/i-like-my-stocks/#comment-2550 Hi David, I'm wondering why insurance stocks seem to be taking a hit similar in magnitude to lenders. (SAFT & RAMR for example) How much risk do insurance companies take in their investment bond portfolios? How firm are their book values? Hi David, I’m wondering why insurance stocks seem to be taking a hit similar in magnitude to lenders. (SAFT & RAMR for example) How much risk do insurance companies take in their investment bond portfolios?
How firm are their book values?

]]>