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Strategies & Market Trends : Value Investing

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To: Robert Hoefer who wrote (8824)	10/31/1999 12:54:00 AM
From: James Clarke	Read Replies (3) of 78625

I sold all the REITs in my mother's account the other day to take a small tax loss, BUT replaced them with double the investment in a REIT mutual fund. The sector looks absolutely perfect to me now - very little downside risk as a group. So I decided to just own the whole thing. I have been buying a REIT mutual fund in my own retirement account as well (now about 20% of my retirement money all bought in the last month - another 50% is in Japan with a 25% gain since I started making that move in June. That has been my investment home run for the year - sell virtually all of my S+P index fund into Japan gradually June through August). Is anybody else heavily invested in Japan? Wright, nice buy on Clayton. I just caution you on being in a hurry to sell it for a quick gain, not that you said you are. This may be one to just forget about for five years unless Mr. Market is in the mood to pay you 20 times earnings. As my boss likes to say "There is nothing wrong with buying a growth stock, just don't pay for it." JJC

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