PamelaS - All Comments

Re:Q&A for PamelaS's Strategic Trial portfolio

RettW — Thu, 06 Nov 2008 02:43:00 GMT

Do you have a quantitative way of determining how much to allocate to BEARX?

Re:Q&A for PamelaS's Strategic Trial portfolio

WROBINS1 — Mon, 10 Nov 2008 16:16:37 GMT

Pamela: We have similar investment interests. I ask that you visit y blog "Advise Bill" Do you have any experience in using Morningstars" "Consider Buying Price" as a tool for when to buy a stock? Bill

Re:Re:Q&A for PamelaS's Strategic Trial portfolio

PamelaS — Sat, 15 Nov 2008 06:54:17 GMT

Thanks for the inquiry- No- nothing quantitative- I conceived of this approach at a time, when, my general impression was that the market was over valued and reflected significant risk that was ultimately going to lead to the current bear market. My actual investment moves have been in the same direction, but more modest that this portfolio. It's an approach that allows me to test a hypothesis a little more extremely than I might with real assets. I would no longer be investing in BEARX, will be gradually diversifying into other asset classes now that valuations have presented some opportunities.

Re:Re:Q&A for PamelaS's Strategic Trial portfolio

PamelaS — Sat, 15 Nov 2008 07:04:52 GMT

I consider Morningstar's buying price recommendation as a helpful piece of information which must be weighed amongst the total information (SEC filings, earnings history, cash flow, debt/equity, strategy, market competition) about a company prior to stock purchase.