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Strategies & Market Trends : Value Investing
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To: Brendan W who wrote (13010)9/1/2001 8:29:06 PM
From: Brendan W  Read Replies (2) of 78715
 
Decreasing my equity weighting.

The amount of money involved is inconsequential but I think it's symbolically interesting. My plan was to increase my weighting as the fed dropped the fed funds rate from 6-ish to 3-ish. However:
o I am finding few investment opportunities,
o I have positions that are highly valued,
o other investors are reporting difficulty finding investment opportunities (e.g., Ruane of Sequoia)
o Standard and Poors recently reported that if you normalize the S&P 500 eps to historical standards by adding back purportedly one-time charges that the S&P is at a record valuation (PE > 28 on eps of $40)

Selling Quintiles Transnational with a 30% loss. Marty Whitman was right about this one. The earnings evaporated. I'm watching WebMD.

Selling IBP at a 100% gain. Tyson might be cheap but it might get cheaper and I don't like the non-voting stock.
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