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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (50793)2/6/2013 12:41:00 AM
From: Jurgis Bekepuris   of 78903
 
OK, makes sense. I may add a bit more to VASTN. :)

There are very few buys in US market left. Some tech, Chinese gaming cos (for people not afraid of Chinese cos :)), some insurance/banks. Even BRK and MKL ran up making them less attractive for adding. Euro cos ran up too, BTW.

I've sold ETN, HI based on valuation, even though I thought they might be hold-forever stocks. Might keep cash or might add to some of remaining value ideas.
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