tag:blogger.com,1999:blog-10546227.post112502347856207392..comments2024-01-16T10:02:08.779-05:00Comments on Alpha Guy: Learning From My MistakesUnknownnoreply@blogger.comBlogger4125tag:blogger.com,1999:blog-10546227.post-1125369145829160972005-08-29T22:32:00.000-04:002005-08-29T22:32:00.000-04:00Hey, it's so funny that you decided to write about...Hey, it's so funny that you decided to write about this topic. I was going to recommend a book to you that I am currently reading that I think you will enjoy. It's called "5 Key Lessons from Top Money Managers - by Scott Kays, CFP". I purchased this book because it features an interview with John Calamos Sr. who is one of my top ten favorite money managers. What I like about the book is that each person shares their techniques on what makes them buy and sell a stock. Lastly, towards the end of the book there are chapters that examine three companies to demonstrate each person's model in it's entirety. If you get around to reading this book, tell me what you think, okay?<BR/><BR/>The other money managers featured are:<BR/><BR/>Bill Nygren<BR/>Andy Stephens<BR/>Christopher Davis and <BR/>Bill FriesAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-10546227.post-1125345454449315092005-08-29T15:57:00.000-04:002005-08-29T15:57:00.000-04:00Good post...proper analysis on one's actions in th...Good post...proper analysis on one's actions in the market are crucial to getting better at it, IMO. If I could be so bold as to comment on anything in this post is that it sounds like you had a system but didn't follow it and you got burnt. <BR/><BR/>I am one to talk though as I am still holding Merck...My Personal Hedge Fundhttps://www.blogger.com/profile/15841598166974921783noreply@blogger.comtag:blogger.com,1999:blog-10546227.post-1125249678916061672005-08-28T13:21:00.000-04:002005-08-28T13:21:00.000-04:00Where did you open your IRA? ThanksWhere did you open your IRA? ThanksAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-10546227.post-1125158570802848122005-08-27T12:02:00.000-04:002005-08-27T12:02:00.000-04:00Here are some warning signs you might have seen on...Here are some warning signs you might have seen on LB. <BR/><BR/>For FYE 6/2004, they had a net issuance of debt 30.3 million dollars. Considering that their equity at the time was in the 40's, this was something to be concerned about IMO. <BR/><BR/>Track cash flows and compare OCF to NI. You should have noticed that for 3 consecutive quarters, the NI exceeded OCF. How does a company (one not in the business of investing money, that is) legitimately make income that exceeds cash flow from operations?????<BR/><BR/>Had you been tracking their inventories as a percent of revenues, would you have noted the increasing trend?<BR/><BR/>Rather than sell when it hit your target, would a stop loss order have been more appropriate?Anonymousnoreply@blogger.com