SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: OldAIMGuy who wrote (62980)12/18/2019 9:09:53 AM
From: E_K_S1 Recommendation

Recommended By
OldAIMGuy

   of 78903
 
I am also a Buy & Hold value investor. Sometimes these valuations get too high and I tend to then peel off shares and put the proceeds into something else. The two I regret were Waste Management (WM) and Microsoft (MSFT). I had others techs like ORCL that I let go too.

I also avoided some land mines like RAIL and many of the smaller oilers. Holding some that eventually blew up like DF (Dean Foods) as they recently filed chapter 11.

Each has their own issues where (1) valuations got too high and/or (2) stock valuations looked even better but avoiding some of the red flag alerts (like huge debt).

I tend to peel off some of the shares of those large cap (typically technology) value stocks and try to find other value Buys in the sector to Buy/Hold. I guess w/ MSFT their new CEO announcement may have/could be the signal to buy more shares. It's easy to look in the rear view mirror.

I also, look at total positions held, percent of portfolio and sector coverage for annual re-balancing. Still there is no correct approach while diversification has saved me from big portfolio blow ups.

Would be interested to hear what others do for their Sell decision. I prefer to hold forever but the company must meet certain growth/EPS and income (ie div) requirements.

Happy Holidays & New Year.

EKS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News