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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (53373)	2/11/2014 4:35:12 AM
From: Sergio H	Read Replies (3) of 78747

AAPL is a good example of gapology not coming to fruition, but you miss my point. Sure, it did not come to be that the gap has filled, but there was an underlying theory that was put to work. Gaps tend to fill. In this case it has not. So it goes. My argument with Paul is that he does not employ value in selecting stocks, but mere metrics and one of these metrics is a technical metric. Paul has banned any discussion on technical analyses from this thread, but nevertheless uses a technical event as a starting point for finding value. A 52 week low is a technical event. It has no relevance to the valuation of the underlying stock. I find it disturbing every time he posts that a stock is at a new low and therefore a value. A case in point is DLR starting in May last year. There is no discussion or any shred of of evidence from Paul that DLR is a value stock other than indicating its declining stock price, a technical event which he took opportunity to add to his holdings. This is not value investing. It is bottom fishing. Message 28912643 Message 28913834 Message 28921551 Message 28930785 Message 29025182 Message 29031104 Message 29198554

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