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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (20418)1/7/2005 2:39:31 AM
From: Dale Baker   of 78728
 
I am down a few % myself but the year is young. For me it's mostly a function of my exposure to international stuff. The dollar may bounce but I see a continued move south as the year goes on. Regardless, lots of international stuff is still cheap.

We'll see. The best lesson from the last two years is that patience often equals profits, eventually. About a quarter of the stocks I sold last year went up later, some substantially. Fortunately a larger % of the stocks I bought to replace them also went up.

;<)

But my turnover was too high - needs to be lower.
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