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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (49941)11/2/2012 1:16:39 AM
From: Jurgis Bekepuris   of 78717
 
WU - obviously market thinks the same way you do... for the last two days.

Re: structural headwinds - turnaround situations: Right now I see exactly zero companies that are cheap and that don't possibly have structural/macro/trust/other headwinds. Zero as fat 0. You can draw your own conclusions:
- I am too picky
- Market is overvalued
- I'm missing a lot of great investments
- Some other reason.

Have fun.
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