Last logged in by Jeff : January 10, 2008 11:36 AM
- Portfolio 1
Long-term investor with a unique philosophy of Reasonable Growth-to-Value strategy. I believe growth and value go together. I search out the stocks that have low prices to their reasonable expected or ability to grow. I will buy those long, and short or buy puts for those that are over priced to their ability to grow. I have many tests, screens and models which are my little secret but I am not afraid to share what I'm buying. Last year, I had a return of 27%. This year, because of options backdating, my return is less but still positive. Fundamentals are still strong and the story is still on track. I look for a very strong end of 2006 and 2007.
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