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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (16767)4/7/2003 9:17:39 PM
From: Spekulatius  Read Replies (1) of 78537
 
Big cashout day for me. I sold my entire positions in index funds (IEV), EOP,DCX, ING. Still holding 2/3 of GD, NHY, ALOT of the stocks discussed here. I will be trying to reload some of the stocks at lower prices after a correction.

I am increasingly interested in REIT's. Expected returns in the order of 8-10% look attractive to me in the current market. I am looking at HRP, ARI and a few others after a pullback.
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