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Tom Armistead » Comments » APOG

  • Ben Graham Portfolio: Snazzy Returns from a Vintage Strategy [View article]
    I am long OLN and I think strategies based on Graham's thinking are a good idea anytime but especially in an environment that is somewhat similar to the 30's when many of his ideas were developed and tested under difficult conditions.

    Marc I am a fan and I got the idea for some of the stocks I own off various lists you have published here on Seeking Alpha.

    But the "backtesting" here strikes kind of a sour note, better to have been pushing such a strategy for the past 6 months than looking backward and saying look at the results that could have been achieved.
    Jul 31 16:26 pm |Rating: 0 0 |Link to Comment
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