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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (23559)	3/17/2006 8:03:14 PM
From: E_K_S	Read Replies (3) of 78740

Hi Paul - What's your reentry strategy if any? Do you wait for a 10%-15% correction and get back into the sector, move the money to another sector or hold cash and wait for a value proposition? I have been building up my cash reserves by (1) peeling off shares from my largest positions, (2) selling over valued equities with limited growth prospects and (3) rebalancing my equity holdings vs bonds, TIPs and money funds. The markets are nearing all time highs so it might be wise for me to lighten up on some of my SWWC. It's been an excellent performer even with it's high PE. EKS FWIW I have scaled back on some of my large bank stocks (WM, C, JPM) locking in my 10% return. I will reenter at lower prices. Bought more SFL as it now pays a qualified dividend at 10.5%.

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