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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (22824)	12/22/2005 9:01:25 PM
From: Spekulatius	Read Replies (7) of 78702

Closing out the year - I am surprised how good it turned out: 23% gain in my taxable account and 19% in my Roth IRA. My European portfolio is up a pretty an incredible 32%. Wish i could have done likewise in my 401k, where I have done 7-8% I believe. Hard to beat the market by A substantial margin with just US broad based funds at my disposal. I am interested to think what other investors fancy for next year. I'll continue to look for companies with some growth and strong FCF- VOD among the travel stocks EXPE has room to run my eternal favorite VIA may finally work out (I have been swingtrading around a core position with moderate success) and i am overweight financials (C, WHI, OSHC, ISBC). Largest position now is however BMW preferred, mostly because it's 64% from my entry plus the dividends. I plan to trim my position somewhat if I find something better.

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