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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (17637)	8/27/2003 3:39:05 PM
From: Paul Senior	Read Replies (4) of 78477

Bob Rudd. WEBX. Nice pick back there in May. I couldn't see it, nor PLCM (which I looked at several times), that's also done well. ---------------------------- May vs. today is an issue for me. Seems like stocks mentioned here back then have mostly moved up. (Based on a spot check - they all look like they've participated in the rally.) Now, I (and I assume others here) face a hold or sell decision on some of those buys. I seem more attuned now to listen for reasons to take profits. Pops other than value (e.g. inclusion in indexes, analysts upgrades (now? -g-), insider sales, co. reporting "difficult" quarters ahead, all make it a little more encouraging for me to push the sell button. Paul Senior, who is looking for a balance between holding on and letting go.

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