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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (19926)10/21/2004 4:10:35 PM
From: Grommit  Read Replies (1) of 78593
 
ERES - I am holding. At $14 or $15 I would think about selling.

I sold some higher PE holdings that have ripened. Sold all BDK and CNC, and some ANF. Bought a little more SLE, BWA, and USTI (because of insider buying), and some utilities and reits.

Other high PE stocks due to price increases are YELL & OVNT. Paul, OVNT was a good pick! Should we be selling? (I did sell some YELL this week.)
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