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: Paul Senior who wrote (16928)4/26/2003 1:29:48 AM
From: Spekulatius   of 78634
 
Sold off my my HMC yesterday at a small loss due to deterioration in Japan and bad news from DCX, GM and the like. Larry is probably right that isn't better not to touch Japanese stocks right now even though I do see the value in SNE, MC, HMC, TM and the like. However i do believe there is value out there, so i start to follow japanese stocks more closely now. Also sold off BNK which has been going up do to general sentiment - i guess I am trading too much. I still like this stock and also a few smaller new England Bank which are ripe for a takeover. Af
The general market looks very vulnerable and overvalued right now - so i will go in hibernation a bit to wait for better values in the near term future. Overall, I am about 85% cash right now.

P.S: I like NTZ after a first glimpse.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext