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Strategies & Market Trends : Value Investing
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To: IndependentValue who wrote (52108)8/13/2013 11:27:10 PM
From: Spekulatius  Read Replies (1) of 78673
 
Thanks for you blind valuation exercise in WDC - certainly and eyeopener. Now I did went to your blog and noted that your sample portfolio (launched on 3/16 this year) is 100% in cash!

So, I guess that answers Jurgis question and you didn't buy this stock. Instead, you seem to be concerned about the lack of values in the general market. This seems go be an interesting lesson in itself.

Now I understand that one is concerned about the market being at all time highs and such, but we look at individual stocks and absolute values here. A stock is either a value or not, if something I like trades for 80c or less for the $, I am going to buy some. Sure, the same stock could and very likely will go for 70c on the $ if the market really tanks but is that an intelligent bet to make?

That aside, I like your reasoning and concise writing and think you will be a great addition to our little community here.

Slante!
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