SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Brendan W who wrote (13016)9/3/2001 1:34:52 PM
From: Bob Rudd  Read Replies (1) of 78731
 
Not a bad plan to raise cash in names you no longer have confidence in, IMO. Tax loss selling should offer some good bargains over the next 4 months and there's a good chance a loser will drop further as people sell to capture losses. Better to be an early seller than a later one.
I'm not finding a lot of what I consider lay-up investment buys, either and would agree that the S&P is probably still over valued based on adjusted earnings even with lower discount rates.
That said, I agree with Jeff Bash that PE can be a flawed guide to value when earnings are under pressure. Nearly every business has cyclicality, and high PE on busted earnings is often indication the market has discounted the worst of the cycle.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News