This is strictly FWIW, as most of these don't fall into the value realm, but this is the thread I feel the most kinship to:
Thurs. sold MSFT @ 73 - for once, I stuck to my discipline, said I'd sell on the DOJ news, although I expected a bigger spike. Second time I've traded it, got lucky both times.
Fri. sold AVX @ 20.10 - got over 13% out of it, plus divs., in 6 months. Seemed to be locked into a range, earnings estimates are coming down, some insider selling.
Got killed on SYMC, although still see value here. Including a prior sale, am at about break even.
Looking at MCD, SLB (both possibly good oversold entry points), DECK as a deep value net-net play.
Regards, and good trading,
Wallace |
